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Jeff Adler

VP, Matrix
Yardi Systems

  Jeffrey Adler serves as Vice President, Yardi® Matrix (the data division of Yardi Systems).   Yardi® Matrix is a US multifamily, office, industrial, and self-storage asset information toolset for originating, underwriting, and asset managing commercial real estate investments, used by many of the largest lenders, equity investors, brokers, owners, and management companies. Yardi® Matrix provides market and institutional research reports leveraging the underlying property level detail of 124 markets, >79,000 multifamily properties and >14.9 MM units, over 30,000 commercial buildings with >7.5 B sq.ft. of space,  and over 20,000 self-storage facilities in 97 market ... (view full description)

Pete Adler

Retirement Board Chair
Metro Wastewater Reclamation District

Pete Adler is a Project Manager with the City of Arvada, Colorado, Department of Utilities. He has been with Arvada for over 29 years, working in the Human Resources, Public Works and Utilities Departments. Pete has also been a member of the Metro Wastewater Reclamation District Board of Directors for 14 years, and is presently the Board Chairman of this special district serving over 1.8 million people in the metro Denver area. Pete was elected by members of the City of Arvada Retirement Plan (CARP) to the Board of Trustees in 1999 to fill an unexpired term, and re-elected to the Board in 2001, 2005, 2009 and 2013. CARP is a mandatory 401(a) defined contribution plan with assets ... (view full description)

Dean Allara

Vice Chairman
Bridge Investment Group

Mr. Allara has 29 years of experience in the real estate investment process including analyzing, raising capital, acquiring, financing, developing, managing, improving and selling properties. Mr. Allara is responsible for capital raising, investment analysis and investor relations. His experience has included: Directly responsible for investing in over US$2 Billion dollars in real estate assets. Property types include multifamily and single family residential, commercial, seniors housing, resort golf properties, hotel, and retail properties. Mr. Allara, along with Mr. Stanger, is primarily responsible for Bridge-IGPs track record which includes significant double digit returns even i ... (view full description)

Quincy Allen

Co-Founder & Managing Partner
Arc Capital Partners

Quincy Allen is Co-Founder and Managing Partner of Arc Capital Partners (“Arc Capital”), a Los Angeles-based real estate platform that targets urban mixed-use environments in the path of millennial growth.  Along with his business partner, Neville Rhone, he is responsible for overall firm strategy, investments, asset management, financing and dispositions. Quincy is a 25-year veteran of real estate development, portfolio management and investing with over $8 billion of transaction experience. Prior to forming Arc Capital, he was Managing Director and investment committee member of Canyon Capital Realty Advisors (“Canyon”). At Canyon, Quincy led the acquisitions team for the Canyon-John ... (view full description)

Jeffrey Alpaugh

Managing Director, Global Real
Marsh & McLennan Companies, Inc.

Jeff is the Global Real Estate & Hospitality Practice Leader for Marsh. In this capacity Jeff is responsible for growth, retention, innovation, client service and market delivery for Marsh’s Real Estate and Hospitality clients globally. Marsh has dedicated Real Estate teams in each major office in the US, Asia, Europe, the Middle East and Africa. Prior to this role, Jeff was the Client Executive Practice Leader for Marsh in the Northeast, where he was responsible for overseeing the delivery of services to its clients. He founded the Boston Real Estate practice in April of 1998. In June 2001, Jeff assumed the additional responsibility of Practice Leader for Industry Groups. Jeff has over  ... (view full description)

Kenneth Appleby

Mintz Levin Cohn Ferris Glovsky and Popeo PC

Sean Armstrong

Managing Principal
Westport Capital Partners LLC

Mr. Armstrong is the Managing Principal of Westport Capital Partners LLC. He is one of three portfolio managers for its investment funds. Westport’s funds are principally focused on making opportunistic and distressed investments in real estate, mortgage debt, marketable securities and financial assets backed by real estate. Westport invests in all property types, throughout the capital structure and life-cycle of a real estate asset.    Throughout his career, Mr. Armstrong has been responsible for office, retail, self-storage, multi-family, industrial and hotel  investments across the United States, Europe and Japan. His experience runs the gamut from property acquisition throug ... (view full description)

Henry Bandet

Founder & Partner
HG Capital, LLC

Henry Bandet founded the HG Capital funds in 1995, and is a partner in HG Capital. He has originated and structured more than $1.5 billion of value-added and opportunistic real estate investments in the western U.S. Prior to founding HG Capital, Mr. Bandet was the President of the Hunting Gate group of companies, a diversified real estate business with offices in California and England. Mr. Bandet graduated from Stanford University with a B.A.S. degree in Economics and a B.A.S. degree in Applied Earth Sciences, both with honors. HG Capital, LLC (HG) is a real estate investment firm that provides capital to value-added and opportunistic commercial, residential, and land developmen ... (view full description)

David Barksdale

Ballard Spahr LLP

David A. Barksdale is Team Leader of Ballard Spahr's Private Equity Real Estate Team. He focuses his practice on transactional finance, including structured and syndicated finance, and project finance in the real estate and energy industries. In addition to representing both lenders and borrowers in a range of transactions, he has experience with acquisitions, development, leasing, workouts, and restructurings. Mr. Barksdale represents life insurance companies, financial institutions, and investment banks as lenders and equity investors in project finance, and as lenders in the origination of real estate finance for balance sheet or securitization. He also represents energy providers in obta ... (view full description)

Reza Basharzad

Senior Vice President
Paladin Realty Partners, LLC

Reza Basharzad is a Senior Vice President at Paladin Realty, where he focuses on client relations, fund administration, reporting and other matters. Prior to joining Paladin Realty in 2010, Mr. Basharzad was an Assistant Vice President with Triton Pacific Capital, a Los Angeles-based real estate investment bank specializing in raising institutional capital for emerging real estate managers. In this capacity, he was responsible for the development and underwriting of new business opportunities and helped secure approximately $2 billion in institutional capital across six investment vehicles including joint ventures and discretionary commingled funds. Mr. Basharzad began his career at SunAmeri ... (view full description)

Bruce Batkin

President & CEO
Terra Capital Partners, LLC

Bruce Batkin co-founded and is Chief Executive Officer of Terra Capital Partners, a private real estate funds management firm focused on mezzanine, preferred equity and bridge investments.  Since its founding in 2002, Terra has originated and managed over 300 investments in 45 million square feet of U.S. property.  It is the sponsor of Terra Income Funds, fixed income alternative investments sold to individual investors through a network of 20,000 financial advisors. Mr. Batkin has over 35 years’ experience in real estate acquisition, finance, development, management and investment banking. Prior to founding Terra, he held senior management positions at Merril ... (view full description)

Scott Berg

Executive Director
Morgan Stanley

- Scott Berg is an Executive Director of Morgan Stanley, where he is a member of the US Capital Markets Group in the in the Firm’s Real Estate Investing Business. Scott focuses on sourcing financings for both opportunistic and core investments throughout the US.   - Prior to joining Morgan Stanley in 2007, Scott was an attorney in the real estate group at Paul, Hastings, Janofsky and Walker and the private equity group at Kirkland and Ellis.

Brad Boland

Wells Fargo

Richard Brace

Director of Research
AEW Capital Management

Mr. Brace is a Director of the firm and a senior professional in AEW Research, the firms in-house research group. With over 24 years of experience in applied market research, Mr. Brace has primary responsibility for providing strategic support and risk assessment in asset and portfolio management decisions for the firms senior housing and opportunistic investments. Mr. Brace joined AEW in 2007, after eight years with Torto Wheaton Research (now CBRE Econometric Advisors) in Boston, where he was Senior Vice President and Director of Investment Strategy services. Previously, he was Research Director at AMRESCO, Inc., supporting real estate and capital markets needs for the firm and its subs ... (view full description)

Randy Bramel

Bridgeport Investments

Randy Bramel is the Founder of and a President of Bridgeport Investments, which is a boutique real estate investment banking and advisory company located in Tustin, California. Our clients are involved in all the major real estate product types, including commercial and industrial, multifamily, homebuilding, and land development. Since 2003 Bridgeport has arranged debt and equity capital for over $1.8 billion of real estate. Bridgeport provides advisory services in such areas as financial, investment and development strategies; along with workouts and restructures. Randy also serves as chief-investment officer, for a private real estate investment company, and a trusted advisor to a nu ... (view full description)

Jan Brzeski

Managing Director & Chief Investment Officer
Arixa Capital Advisors, LLC

Mr. Jan B. Brzeski is the Managing Director and Chief Investment Officer of Arixa Capital Advisors, LLC, a private real estate investment advisor in Los Angeles that he founded in 2006. He is the fund manager of Arixa Fund I, Arixa Fund III, and Crosswind Venture Fund, which lend funds to investors who purchase, renovate, and resell single family homes. He also manages Arixa Fund II, which purchases, renovates and operates single family homes as rental properties. Mr. Brzeski has participated in more than 275 real estate transactions, ranging in value from $100,000 to over $20 million per transaction, including virtually every aspect of sourcing, structuring, financing, and acquiring investm ... (view full description)

Matthew Burton

President and CIO
Mack Urban, LLC

Matt Burton is responsible for all equity and debt relationships and joint ventures at Mack Urban. Mr. Burton has been actively engaged in the planning, development, marketing and lease-up of over 4,000 multi-family units and has sourced over $2.5 billion of debt and equity capital over the past 11 years at Urban. Mr. Burton is also involved with the Mack Real Estate Group and Mack Real Estate Credit Strategies on sourcing debt opportunity on the West Coast. Mr. Burton brings over 20 years of experience on both complex structured finance originations and equity investments and has maintained strong personal relationships that span opportunity funds, investors and developers plus many capital ... (view full description)

Robert Burwell

Mintz Levin Cohn Ferris Glovsky and Popeo PC

Chad Carpenter

Chairman & CEO
Reven Capital

Reven Capital was founded in 2009 by Chad M. Carpenter our Chairman and Chief Executive Officer. Mr. Carpenter has founded and operated both public and private real estate companies as Chairman & CEO, has 27 years of real estate investing and operating experience and been involved in over $3 billion in real estate transactions. He has sponsored four private real estate equity funds, acquired, owned and operated over 1,000 commercial and residential investment properties throughout his career. He founded Reven Housing REIT, (NASDAQ: RVEN), a public company in 2012 added value, grew the company and sold it in 2019. Institutional, foreign and high net worth investors have invested with Mr. ... (view full description)

Marty Caverly

Chief Investment Officer
Resource Real Estate

Martin Caverly is a private equity real estate professional with more than 25 years of U.S. and international real estate investment and management experience. Caverly is currently the Chief Investment Officer for Resource Real Estate, Inc., where he is primarily responsible for the development of new investment products, and will be developing an office platform for the company. Resource Real Estate currently has over $3.1bn in assets under management, primarily in the apartment sector, and in publicly traded real estate securities. Prior to, Caverly was the CEO of EVOQ Properties (OTC: EVOQ), a publicly held real estate company formerly known as Meruelo Maddux, w ... (view full description)

Anthony Cazazian

MD, Head of US Residential RE
Man Group

Man Group is an active invesment management firm with over $110bn under management across a variety of strategies including both private and public market products.   Anthony Cazazian joined Man Group in Novemver, 2019 as a Managing Director and Head of US Residential Real Estate.  He is responsible for overseeing Man Group's U.S. Residential debt and equity real estate investment strategies with current investments totaling over $1.8bn.   Prior to Man Group, Cazazian served as Chief Investment Officer & President of Portfolio Services for Renters Warehouse, the largest third party single-family rental property management and investment sales company in the U.S.   ... (view full description)

Barry Chase

Managing Principal
AVP Advisors

Devin Chen

Executive Vice President

Mr. Chen is an executive vice president and co-head of PIMCO's U.S. commercial real estate team. PIMCO invests across the real estate risk spectrum, including debt and equity in both private and public markets. Prior to joining PIMCO in 2010, he was with private equity real estate firm JER Partners for 11 years, most recently as managing director and a member of the firm's investment committee. Mr. Chen previously worked in the investment banking division of Banc of America Securities. He has 20 years of investment experience and holds a bachelor's degree in economics from Georgetown University.

Mukang Cho

CEO & Managing Principal
Morning Calm Management

Mukang Cho founded Morning Calm Management and is the firm’s Chief Executive Officer and Managing Principal. Mr. Cho is also Chief Executive Officer of Aurora Industrial. He has been involved in all aspects of the firms' development since inception and is responsible for strategic planning, operations and all investment and capital markets activities. Prior to founding Morning Calm Management and Aurora Industrial, Mr. Cho was Chief Executive Officer and Principal of a privately held real estate investment and management company, a Managing Principal in charge of real estate strategy at Crown Capital Management and its affiliates, and a partner in the real estate practice group of Kirkland & ... (view full description)

Dennis Cisterna III

Chief Investment Officer
Lafayette Communities

Mr. Cisterna serves as the Co-Founder and Chief Investment Officer of Lafayette Communities, a SFR investment platform focused exclusively on build-to-rent opportunities across the nation. He is also the Founder and Chief Executive Officer of Guardian Residential, which acquires portfolios of model homes in sale-leaseback transactions with national and regional homebuilders. One of the most well-known executives in the SFR investment sector, he previously served as the CEO of Investability Solutions, a vertically-integrated service provider to institutional real estate investors. Prior to that, he was Managing Director of FirstKey Lending, where he was a part of the executive tea ... (view full description)

David Cohen

Katten Muchin Rosenman LLP

David P. Cohen focuses his practice on real estate acquisitions, dispositions, finance and development. David represents lenders, investors, developers, owners and other sponsors in all facets of real estate transactions, with particular experience in debt and equity financings, private equity joint ventures, public-private partnerships, tax-exempt bond financings, health care real estate transactions, and land development transactions including ground leases and mixed-use developments. He has a substantial background in affordable housing and community development programs, with extensive experience in tax-exempt bond financings; tax credit syndications, including Low Income Housing Tax Cre ... (view full description)

Jesse Criz

DLA Piper

Jesse A. Criz is a partner in the Real Estate Capital Markets group of DLA Piper. He represents institutions, investors, developers and entrepreneurial companies in all aspects of the real estate capital markets area, consisting of a wide variety of complex domestic and international real estate, corporate, and partnership transactions, including public and private securities offerings, formation of private real estate funds and all forms of public and private REIT transactions. Mr. Criz also concentrates his practice in the areas of federal and international taxation and the laws affecting business entities. Mr. Criz has extensive experience in the real estate area, including representation ... (view full description)

Robert Cudd

Senior Partner

Robert Cudd is a senior partner practicing in the New York office of Polsinelli PC.  Mr. Cudd has over 30 years’ experience in a broad range of domestic and international tax matters, involving domestic and foreign partnerships, corporations, insurance companies, limited liability companies, joint ventures, master limited partnerships, private equity funds, real estate investment trusts and sovereign investment funds.  Mr. Cudd has had extensive experience structuring domestic and cross-border infrastructure, timber and energy funds involving public and private REITs, utilities, sovereign wealth funds, pension funds and foundations.  He has been involved in all of the tax as ... (view full description)

Bill Cumby

Senior Vice President

Sean Dalfen

President & CIO
Dalfen Industrial

Sean, is the President and Chief Investment Officer of Dalfen Industrial, with responsibility for the overall management of the company, its funds, capital strategy, and investment activities. Sean is also a member of the firm’s Executive Advisory Committee and its Funds Investment Committees. After joining the firm in 2006, and through his leadership, the company has become one of the nation’s leaders in Last-mile industrial real estate. Sean has led the execution of transactions totaling over $3 billion and involving over 30 million square feet of properties across the U.S. and Canada. Before Dalfen Industrial, Sean worked at NAI Commercial as an Investment Sales Broker, ... (view full description)

Christian Dalzell

Chief Originations Officer
Starwood Property Trust

Christian Dalzell is a Managing Director and Chief Originations Officer of SPT Management, the external entity that manages Starwood Property Trust (NYSE: STWD), an affiliate of Starwood Capital Group that is the largest commercial mortgage REIT in the U.S. In this position, Mr. Dalzell is responsible for Starwood Property Trust’s national originations, including senior debt, mezzanine and preferred equity investments. Prior to assuming this role in 2014, Mr. Dalzell served as the Global Head of Capital Markets for Starwood Capital Group. In this role, Mr. Dalzell was responsible for all debt capital market activities globally for the Firm’s funds and Starwood Property Trust. He ... (view full description)

Richard Davis

Greenberg Traurig, LLP

Richard F. Davis is Co-Chair of the Hospitality Practice and focuses his practice on U.S. and international hotel, resort and hospitality real estate, business and finance law. He has represented many nationally and internationally known owners, developers, investors, operators and lenders in all aspects of the hotel, resort and hospitality industries. He has been involved in international transactions involving more than seventeen countries with particular emphasis on Mexico, Latin America, the Caribbean, the People's Republic of China, South East Asia and Europe.

Joseph Delaney

Registered SEC Broker-Dealer
J.V. Delaney & Associates

Mr. Delaney started professionally in the investment business in 1965 while a student at St.John's University. He completing a six month investment training program in the evenings. He earned his full securities license in the program run by Investors Planning Corporation, a registered broker-dealer with the Securities and Exchange Commission. Mr.Delaney worked as a part time register representative while at St. John's University in New York City. He graduated with a Bachelor in Business Administration in January 1967 from St. John's. After graduating from St. John's he went to work for the IBM Corporation in New York City as a sales representative since they were offering him twice what a b ... (view full description)

Jatin Desai

Managing Principal, CIO/CFO
Peachtree Hotel Group

Jatin Desai is the Chief Investment Officer of Peachtree Hotel Group. Jatin's primary responsibilities include sourcing, negotiating and financing hotel acquisition and development projects. Previously, he was with Wachovia Securities, where he focused on asset underwriting and private equity transactions ranging from $100 million to more than $5 billion. He also formed Stonehill Property Group, a family-funded investment venture targeting select- and full-service hotel investments throughout the southeast. Jatin received his Bachelor's Degree in Business Administration from The University of North Carolina at Chapel Hill. He also attended The University of New South Wales in Sydney, Austral ... (view full description)

Jon Dishell

Chief Capital Officer
Gemini Rosemont Commercial Real Estate

With over 35 years of experience in commercial real estate, Jon Dishell has an extensive background across the spectrum of real estate capital markets activities.  His tenure in the institutional investment arena commenced in 1993 with Los Angeles-based Douglas Emmett, Inc. (DEI: NYSE) where most of his career was spent.  As a precursor to its 2006 IPO, DEI sponsored nine institutional commingled real estate funds, and two more as a public company, all totaling $1.9B.  For nine of these funds Jon was responsible for all investor relations functions within the firm inclusive of partner solicitation, client servicing, investor reporting, and consultant interface.  Additionally, for ... (view full description)

Julie Donegan

Senior Vice President
Franklin Templeton

Julie Donegan joined Franklin Real Asset Advisors in March 2010. She is responsible for sourcing, underwriting, conducting due diligence and monitoring real estate fund and joint venture investments in the Americas. Her work experience includes significant time at the California Public Employees' Retirement System (CalPERS) where Ms. Donegan was an investment officer responsible for CalPERS' US $2.0 billion non-core real estate program. Most recently, prior to joining Franklin Real Asset Advisors, she was a director for Perseus Realty Partners and a senior vice president with Eastdil Secured where Ms. Donegan focused on manager due diligence, private fund structuring, joint ventures and stru ... (view full description)

Jonathan Epstein

Managing Partner

Jonathan Epstein is a Managing Director of GreenOak Real Estate Advisors LP and a member of the firm’s management committee. Mr. Epstein leads the firm’s investment efforts in the Western U.S. and is responsible for the firm’s investment strategy, sourcing, structuring and asset management for the Western region. Mr. Epstein has 24 years of experience in a broad range of real estate activities, including principal investing , finance and investment banking. During his career Mr. Epstein has been responsible for the acquisition, development, financing and management of over $50 billion of commercial real estate assets and companies, representing all asset classes, in the ... (view full description)

Ambrose Fisher

Managing Director
Oaktree Capital Management, LP

Mr. Fisher joined Oaktree in 1995. He is a managing director and co-portfolio manager of Oaktree’s Real Estate Opportunities strategy. Mr. Fisher has been involved in the investment, management and fund raising of its real estate funds and predominantly focuses on West Coast opportunities. His responsibilities include acquisitions, dispositions, financings/re-financings, asset management, development and redevelopment of all property types, including office, multi-family, hotels, retail, residential, industrial, land and other miscellaneous property types. Prior to joining Oaktree in 1995, Mr. Fisher was an assistant vice president in the Special Cre ... (view full description)

Greg Fishman

Greenberg Traurig, LLP

Gregory A. Fishman is a Shareholder in the Real Estate Practice of Greenberg Traurig’s Chicago office. Greg focuses his practice on domestic and cross-border real estate transactions, private equity and real estate finance. He represents clients in connection with the formation of real estate funds, investment in real estate funds and joint ventures, acquisitions and dispositions of real property; and leasing and management of office, retail, industrial, multi-family and hotel properties. He also has experience with construction, mezzanine and general secured real estate financings. Greg's clients include institutional investors, investment advisors, public and private real estate companies, ... (view full description)

Gregory Floyd

President of Teamster Local 237; Trustee
Board of New York City Employee Retirement System

As the largest local in the 1.4 million-member International Brotherhood of Teamsters, Local 237—with nearly 24,000 members—represents a diverse group of public employees in New York City and on Long Island, with job titles that span the spectrum of public service from School Safety Agents, to NYCHA Caretakers, to Public Hospital Police, to Civil Service Attorneys, to name just a few. President Gregory Floyd has been a committed and dedicated union member since joining Teamsters Local 237 more than 33 years ago.  His strong leadership abilities enabled him to advance from a hospital police officer position to the rank of captain with the NYC Health and Hospitals Corporation (HHC), making him ... (view full description)

Lynn Fontaine

Office Manager
Isles Ranch Partners

Ian Formigle

Chief Investment Officer

Ian is a real estate professional and serial entrepreneur with over 24 years of experience in real estate private equity, equity options trading and start-ups. Ian is Vice President of Investments at CrowdStreet, overseeing its marketplace, an online commercial real estate investment platform that has completed nearly 300 offerings totaling some $11 billion of commercial real estate. Ian is the author of “The Comprehensive Guide to Commercial Real Estate Investing” and he is a contributing author at Prior to joining CrowdStreet, Ian was VP of Business Development for ScanlanKemperBard Companies, where he managed the firm’s alternative investment platform and served as ... (view full description)

Chris Fraley


Chris Fraley is the Chief Investment Officer for RealtyMogul and a member of RealtyMogul’s Investment and Executive Committee.    Mr. Fraley has over 20 years of experience in commercial real estate finance, specializing in complex joint venture equity investments; first at Rockwood Capital and later at a company he founded called Evolve. Since Mr. Fraley started as CIO in June 2017, RealtyMogul has closed investments in over $300M of assets in joint venture, debt and preferred equity. Mr. Fraley started Evolve in 2013, focusing on co-general partnership opportunities and has structured transactions totaling $400M in cost.  Prior to star ... (view full description)

Steve Fried

Mesa West Capital, LLC

Steve Fried is a Principal and co-head of west coast originations at Mesa West Capital, overseeing loan origination in Southern California, the Southwestern US, and Texas. Since joining the firm Steve has financed over $1.5 billion in commercial real estate transactions across all major property types. Prior to joining Mesa West Capital, Steve was an auditor for Deloitte & Touches financial services group in New York. While at Deloitte & Touche, Steve earned his CPA and managed and implemented financial audits for private equity funds including Morgan Stanleys real estate funds, The Blackstone Groups mezzanine funds and JC Flowers & Co and Rockefeller & Co fund ... (view full description)

Paul Fuhrman

Executive Director & Head of U.S. Acquisition
Colony Capital, LLC

Mr. Fuhrman, Executive Director and Head of US Acquisitions of Colony Capital, is responsible for the identification, evaluation, and consummation of new investments.

Prior to joining the Colony Capital business in 2008, Mr. Fuhrman was a partner at Latham & Watkins LLP where he was co-chair of the firm's global real estate practice group. He received his J.D. from Loyola Law School, Los Angeles in 1995 and his B.A. from the University of California, Los Angeles in 1991. Mr. Fuhrman has also been a periodic guest lecturer at the USC and UCLA law schools on the subject of real estate finance and investing.

Sean Fulp

Executive Managing Director
Newmark Knight Frank

Sean Fulp leads Team Shannon’s Private Capital Group in Southern California and throughout all other major markets in the western region. In the past three years alone, he has completed 75 transactions with an average transaction size of approximately $19 million and aggregate value of more than $1.4 billion. Sean has unique experience transacting with private and institutional investors using conventional sales methods and online marketplaces. He earned his Bachelors of Science in Business Administration with a concentration in Marketing from California State University, Sacramento, while he simultaneously pursued and graduated from the Sacramento Entrepreneurship Academy (SEA).

Drew Fung

Managing Director
Clarion Partners

Drew D. Fung is an equity partner and Managing Director at Clarion Partners and co-Portfolio Manager for Clarion’s Debt Investment Fund. He oversees the Firm’s subordinate debt investment activities in various types of commercial real estate debt instruments, including mezzanine loans, B-notes and preferred equity interests. Drew is also a member of the Debt Investment Committee, which approves all of the Firm’s financing activities. Drew joined Clarion Partners in 2012 and began working in the real estate industry in 1987. He has comprehensive commercial real estate lending experience, including more than 18 years focused on subordinate debt that includes all property types and capital stru ... (view full description)

Evan Gentry


Evan serves as the founder and CEO of Money360, an online marketplace where accredited investors can crowdfund loans secured by commercial real estate. Evan is an entrepreneur and innovator with a strong background in the application of technology to the real estate, lending and investment industries. He is also the founder and CEO of G8 Capital, a private equity real estate investment firm located in Ladera Ranch, CA. G8 Capital specializes in the acquisition of real estate assets and makes early stage equity investments in innovative business ventures applying technology to the real estate, lending and related industries. Evan has led the acquisition of more than $500 million of real estat ... (view full description)

J.B. Gerber

Vice President - Alternative Investments
Cornerstone Real Estate Advisers

Mr. Gerber is responsible for the origination of new commercial real estate investments, including mezzanine loans, transitional first mortgages, B-Notes and preferred equity investments as well as performing asset management duties for the existing high yield portfolio. Prior to joining Cornerstone in 2010, Mr. Gerber was with its affiliate Babson Capital Management since 2005 as an analyst assisting with core loan originations. Mr. Gerber earned a BA degree in Economics and History of Art and Architecture from Middlebury College.

Bobby Ghiselli

Senior Vice President
Amstar Group, LLC

Bobby Ghiselli is a Senior Vice President at Amstar. Mr. Ghiselli joined the firm during 2012 and is responsible for the acquisition, asset management, and disposition of office, multi-family, industrial, and retail properties on the West Coast. He serves on Amstars Investment Committee and helps manage domestic fundraising activities for the firm. Mr. Ghiselli joined Amstar from Pacifica Enterprises where he was a managing director overseeing equity/debt partnerships in addition to acquisitions of distressed real estate. Prior to Pacifica, Mr. Ghiselli was the managing director of acquisitions at Douglas Wilson Companies. Previously, Mr. Ghiselli originated, structured, and c ... (view full description)

Brian Good

CEO and Founder
Eagle Group Fianance

Mr. Good founded Eagle Group in 2000. Headquartered in West Los Angeles since its inception 14 years ago, Eagle Group has owned and financed close to $1 billion in real estate. Eagle Group Finance provides direct non-recourse commercial real estate financing to property owners in California, Arizona, and Nevada. Prior to Eagle, Mr. Good was a real estate transactional attorney where he represented real estate investment trusts, publicly traded real estate companies, and high net worth individuals. Mr. Good is a graduate of the University of California, Santa Barbara, Loyola Law School and Northeastern University Business School. Mr. Good is a licensed California real estate broker and is a m ... (view full description)

Martin Griffiths

Partner, Tax

Michael Halperin

Managing Director
Contrarian Capital Management, LLC

Michael Halperin has over 25 years of real estate finance, workout and investment experience, including 21 years focused on distressed and opportunistic real estate transactions throughout the United States and Europe. He has been a senior member of Contrarian Capital Management’s real estate team for over fifteen years and serves on the real estate investment committee and firm’s valuation committee. At Contrarian, he is responsible for acquisitions of distressed/opportunistic real estate and real estate debt, and identifying and managing joint ventures with local operating partners. Contrarian Capital Management is an institutional investment manager with over $4.7 billion of assets under ... (view full description)

Matthew Harris

Arnall Golden Gregory LLP

Rodgers Harshbarger

Senior Director of Investments
UNC Management Company

Mr. Harshbarger joined UNC Management Company in 2008 and is currently a Senior Director of Investments for the $10.3 billion UNC Investment Fund. Prior to UNCMC, Mr. Harshbarger was a Consultant in the Private Equity Group at Bain & Company and began his career in Investment Banking at Donaldson, Lufkin & Jenrette.

Terence Hatton

Managing Director, Fund Finance
MUFG Union Bank

Terence Hatton is Managing Director and Group Head of Fund Finance for MUFG. Mr. Hatton manages the group’s clients across the U.S. He is focused on providing subscription and bridge capital call facilities to all types of private equity funds. With more than 25 years of combined banking and private equity experience, Mr. Hatton joined MUFG in 2011. Prior to his current position, Mr. Hatton was employed at Starwood Capital Group were he was responsible for arranging debt financing on various commercial properties.  He also served as managing director of Bank of America for 16 years. Mr. Hatton received his bachelor’s degree in economics from University of Western Onta ... (view full description)

Joan Hayden

VP & Corporate Counsel
PGIM Real Estate

Joan Hayden is a Vice President and Corporate Counsel of Prudential Financial, Inc., supporting Prudential Real Estate Investors, an investment management firm that advises institutional investors on domestic and international commercial real estate investing. PREI®'s law department supports all aspects of PREI's investment and advisory activities, which include equity and debt, private investments in real estate, real estate operating companies, REITs and other real estate-related vehicles on behalf of single client and commingled funds. Ms. Hayden's responsibilities include legal analysis in structuring, marketing and launching new products in the United States, structur ... (view full description)

Michael Hearne

Weaver & Tidwell, LLP

Michael Hearne CPA, is the lead Tax and Business Solutions Partner in the Weaver & Tidwell, LLP’s Los Angeles office. Michael brings to Weaver more than 22 years of experience in tax and business consulting, and tax compliance. He has extensive business and tax technical knowledge and insight, as well as many deep relationships in the financial services industry. His focus is serving clients primarily in the financial services markets which include real estate investments, hedge and private equity funds, and structured investments in the capital markets. He also has significant experience providing tax and consulting services for private and public REIT structures and investments, and ... (view full description)

Jilliene Helman

Chief Executive Officer

Jilliene Helman is the founder and CEO of RealtyMogul, a unique commercial real estate private markets investing platform.   A former Vice President at Union Bank in Wealth Management and Risk Management, Jilliene launched RealtyMogul in 2013 and raised $45 million in venture capital financing to scale the business.   Thus far, RealtyMogul has closed transactions with over $1.37 billion in total capitalization and has 140,000 investors on its platform.   Recently named Fintech Woman of the Year at the LendIt Industry Awards, Jilliene has been featured as an expert in Bloomberg, CNBC, The New York Times, Yahoo! Finance, Entrepreneur, and has been included i ... (view full description)

Ryan Hinson

U.S. Securities and Exchange Commission

Ryan Hinson is an Attorney-Adviser in the Office of Compliance, Inspections and Examinations at the SECs Los Angeles Regional Office, where he directs and leads examinations of registered investment advisers and investment companies, and provides legal advice to examination staff on complex issues related to investment management. Concurrently, Ryan serves as a co-coordinator of a specialized working group within the SEC dealing with Real Estate / Real Asset and Infrastructure private funds, and which is focused, in part, on the identification of risks relevant to investment advisers as well as industry outreach. Prior to the SEC, Ryan was an Assistant Director of the Master's Program in Fin ... (view full description)

Patrick Hogan

President & CEO
CMB Regional Centers

Patrick F. Hogan is the President, CEO, and Managing Member of CMB Regional Centers. Mr. Hogan's considerable experience in the EB-5 investment field dating back to 1994 establishes him as one of the most experienced practitioners in the EB-5 industry. In fact, Mr. Hogan has been involved in EB-5 since the creation of the Regional Center Program. CMB Export, LLC, an acronym for California Military Base or Closed Military Base, was formed in 1997. The original focus of CMB was to assist communities that had been devastated by the loss of tens of thousands of jobs due to the closure of several California military bases.Mr. Hogan exemplifies a true small business entrepreneur. In 19 ... (view full description)

Richard Hollowell

Managing Director
CohnReznick LLP

Richard K. Hollowell is a Managing Director in CohnReznicks Los Angeles office. For over 40 years he has specialized in real estate finance, distressed real estate companies, troubled banks, and litigation relating to real estate and finance disputes. He is nationally recognized for advisory work provided to commercial and investment banks, thrifts, pension funds, insurance companies, and federal agencies including the FSLIC, RTC and FDIC. His real estate lending, development, construction, capital markets, loan underwriting, receivership, and loan workout experiences have allowed him to provide expert testimony on a national basis in cases involving partnerships, banking, bankruptcy, and ... (view full description)

Adam Hooper

CEO & Founder

In the commercial real estate industry since 2003, Adam has founded three national platforms for brokerage, consulting and joint venture equity investments. RealCrowd, his latest endeavor, launched in 2013 has provided investors with access to over $2.5B of institutional quality investments including office, retail, industrial and multifamily properties and funds from coast to coast.   RealCrowd has built a true online marketplace that has transformed how the private capital markets operate. By leveraging the new regulatory environment created to ease access to private investors and combining a cutting edge technology team, RealCrowd has created a first principles based approach ... (view full description)

Allie Hope

Chief Development Officer
Virgin Hotels

Allie is responsible for implementing Virgin Hotels’ global growth strategy. Allie’s primary responsibilities include sourcing and acquiring properties in key gateway cities, and structuring transactions that work for Virgin Hotels and our Owner/Developer partners. Prior to joining Virgin, Allie worked on acquisitions, dispositions and asset management at Sunstone Hotel Investors where she was instrumental in the acquisition and disposition of over $1 billion of hotel transactions. Allie was previously a partner at HMR Analytics, a hospitality asset management firm based in California, and a consultant with PKF Consulting, one of the top advisory services firms in the hospitality industry. O ... (view full description)

Kim Hourihan

Senior Managing Director
CBRE Global Investors

Kimberly Hourihan, who joined CBRE Global Investors in 2007, is a Senior Managing Director and the Portfolio Manager for CBRE U.S. Core Partners, LP. Ms. Hourihan ... (view full description)

Robert Ivanhoe

Chairman, Global Real Estate Practice
Greenberg Traurig, LLP

Robert J. Ivanhoe is Chair of the 300+ lawyer Global Real Estate Practice and Co-Chair of the REIT Practice at Greenberg Traurig. He concentrates his practice in sophisticated real estate structures, financings, workouts, restructurings, acquisitions and dispositions of all asset classes of real estate. Robert is actively involved in real estate industry current affairs and is regularly asked to write and lecture on industry topics. Robert has been recognized by Chambers and Partners USA, The New York Observer and Real Estate New York as one of the leading real estate attorneys in New York City and throughout the United States. He has represented numerous nationally-recognized ow ... (view full description)

Mark Jacobs

Managing Director, Real Estate Opportunities
Oaktree Capital MGMT LLC

Mr. Jacobs is a managing director and investment professional in the Real Estate group. Since joining Oaktree in 2001, he has been responsible for sourcing, evaluating, executing and managing opportunistic equity and debt investment opportunities across all property types. His primary focus is on west coast commercial assets along with overseeing investment activities in commercial nonperforming loans. Prior to joining Oaktree, Mr. Jacobs spent seven years with American Trading Real Estate Properties, Inc. / Lord Baltimore Properties. During this time he was primarily focused on acquisitions, leasing and development of commercial real estate properties. Mr. Jacobs holds a B.S. degree in busi ... (view full description)

Steve Jaffe

Executive Vice President and General Counsel
B.H. Properties

Steve Jaffe currently serves as the Executive Vice President and General Counsel for B.H. Properties. Mr. Jaffe’s extensive expertise and knowledge, as a real estate attorney with 25 years of law firm and in-house counsel experience, has guided B.H. Properties to its current leadership position in the competitive, value-added marketplace. Over his 9 years with the firm he has been instrumental in more than doubling the size of the portfolio (closing more than $400 million in one-off type transactions) and directing the internal growth and management of the firm. A former member of the prestigious law firms Pircher Nichols and Meeks and Russ, August and Kabat, he also served as General ... (view full description)

Ali Jahangiri


Ali Jahangiri is founder and CEO of and publisher of EB5 Investors Magazine; the EB-5 industrys leading trade publication. Ali Jahangiri is also the publisher of "The EB5 Handbook" which is a popular EB5 beginners book sold on Amazon. Committed to the success of the EB-5 industry, Mr. Jahangiri has spent considerable time educating congressional leaders and state officials on the benefits of the program. EB5investors and Eb5investors Magazine create transparency in the EB5 market and offer a platform for developers to access information and service providers. Mr. Jahangiri began his professional career practicing corporate securities law at Stradling Yoc ... (view full description)

Steve Jasa

CFO-Investment Management Group
The Wolff Company

Steve Jasa is the Chief Financial Officer - Investment Management Group of The Wolff Company. In this capacity, he oversees all financial policies and procedures associated with the company’s six real estate private equity funds, which encompass more than $2.2 Billion of discretionary equity capital across more than 20,000 multifamily units (acquisition, development and credit investments). With more than 22 years of real estate finance and investment management experience, Steve is responsible for all fund-related accounting, operations, compliance, analytics, treasury management, and investor reporting functions across The Wolff Company funds. Prior to joining The Wolff Company ... (view full description)

Guy Johnson

AMIP Management

Since forming Johnson Capital, Guy has been providing leadership and strategic planning for the company and all of its regional offices. Guy's previous posts include serving as vice president at Weyerhaeuser Mortgage Company, where he was responsible for the origination, underwriting, and management of construction, permanent, and participating mortgages as well as joint ventures for numerous institutional investors. Guy also gained valuable experience with Union Bank’s commercial lending department and the national real estate accounting firm Kenneth Leventhal & Company (now Ernst & Young). Guy has served on several advisory boards for major nationally known financial institutions and inv ... (view full description)

Tim Johnson

Managing Director
The Blackstone Group

Timothy Johnson is a Managing Director of Blackstone Real Estate Debt Strategies and is based in New York. Mr. Johnson is involved in sourcing, underwriting, negotiating and structuring debt investments across all asset types and geographies. Before joining Blackstone in 2011, Mr. Johnson was a co-founder of BroadPeak Funding, a boutique commercial real estate finance company based in Los Angeles. Prior to founding BroadPeak, Mr. Johnson was a Vice President in the Lehman Brothers Global Commercial Real Estate Group where he worked from 2002-2008. While at Lehman his responsibilities included sourcing, structuring, underwriting and executing large structured finance transactions as well a ... (view full description)

Peter Joseph

Executive Director

Sean Kanousis


Sean is a State and Local Tax Partner dedicated full time to our national real estate practice and has been advising public and private REITs and real estate funds for over 13 years. Sean consults in all areas of state and local taxation including income and franchise taxes, as well as significant indirect taxes such as realty transfer taxes and sales and use taxes. He has extensive experience working with businesses to structure or restructure their investments in the most tax efficient manner. Sean and his team offer dedicated state and local tax compliance services as well as unique insights and industry leading practices from a state and local tax perspective to reduce the impact on c ... (view full description)

Ronald Kaplan

Partner, Comm. RE Industry Practice Leader
CohnReznick LLP

Ronald A. Kaplan, CPA, is a partner with CohnReznick and is the Northeast Leader of the Firms Commercial Real Estate Industry Practice. Ron has more than 20 years of experience providing assurance, due diligence, business advisory, and tax services to clients involved in commercial, residential, retail, and hospitality real estate properties, primarily in New York, with experience throughout the United States and internationally. Ron regularly provides assistance and advisory services to clients as they negotiate agreements with lenders, equity partners, and fund managers. In addition, he advises clients on accounting and tax matters throughout the agreement process, from initial drafting th ... (view full description)

Theodore Karatz

Managing Director
GTIS Partners

Teddy Karatz is a Senior Director at GTIS Partners LP and is responsible for sourcing and analyzing investment opportunities across the west coast.  GTIS Partners is a global real estate investment firm headquartered in New York with offices in Los Angeles, San Francisco, Atlanta, Munich, Paris and São Paulo.  The firm has 88 employees and manages approximately $5.0 billion of committed capital.  Since September 2009, GTIS has committed approximately $1.5 billion of equity to the U.S. residential sector having invested in 81 projects representing $7.2 billion in total project costs.  These investment strategies include land development and homebuilding, where the firm has acquired more than ... (view full description)

Alvin Katz

Katten Muchin Rosenman LLP

Alvin Katz is a partner in the Real Estate Group at Katten Muchin Rosenman LLP, where he has a widely diversified practice representing real estate investors, developers and operators in joint ventures and partnerships, acquisitions and dispositions of real property, debt and equity financings, and management and leasing transactions. During his more than 40 years practicing law Alvin has been involved in virtually every aspect of the real estate industry. In recent years his practice has focused primarily on representing both equity capital providers and sponsors in real estate joint ventures and related transactions. His clients include real estate private equity funds, i ... (view full description)

Dan Katz

Managing Director, Head of Originations
BrightSpire Capital

Mr. Katz is a Senior Vice President based in Los Angeles and is responsible for sourcing, structuring and execution of debt and equity investments across all asset types, with a primary focus on the Western U.S. Prior to joining Colony NorthStar, Mr. Katz was a First Vice President in the commercial real estate loan origination group at OneWest Bank. Mr. Katz has over 17 years of real estate investment experience, including positions at Barclays Capital, Och-Ziff and Blackstone. Mr. Katz received a BS in Economics from the Wharton School at the University of Pennsylvania where he graduated summa cum laude and first in his class, and holds an MBA from Harvard Business School.

Christopher Kelly

Managing Director, Real Estate

 As a 25-year commercial real estate professional, Chris Kelly has extensive experience in real estate debt, mezzanine and equity markets. Chris is currently the Managing Director in the Real Estate Group at CapitalSource Inc. CapitalSource is a publicly-traded (NYSE: CSE) commercial lender that provides financial products to middle market businesses, and, through its wholly owned subsidiary, CapitalSource Bank, provides depository products and services in southern and central California. As of December 31, 2012 CapitalSource had over $8.5 billion of total assets and approximately $5.5 billion in deposits. In his current role, Chris develops the strategy and executes on the ... (view full description)

David Kessler

Managing Partner
CohnReznick LLP

David Kessler is Chief Executive Officer of CohnReznick with responsibility for overseeing the strategic priorities, operations, people, and client service initiatives for the firm. In this capacity, he works with the Executive Board and other firm leaders to realize CohnReznick’s sense of purpose: creating opportunities for our people, making a difference for our clients, and strengthening our communities. David has over 30 years of experience providing audit, tax, and management advisory services to the real estate and financial services industries, representing clients nationally. ... (view full description)

Jonathan Klein

Managing Director
Fortress Investment Group

Jonathan Klein is the co-head and managing director of the real estate group at Fortress Investment Group. Jon has been working with Fortress since 2006. Prior to joining Fortress, Mr. Klein spent five years as a principal with Diversified Property Group a residential and commercial development company focused on horizontal and vertical development in the Northeast and Southeast. . Prior to Diversified, Mr. Klein spent 8 years as a managing director of a boutique fund management firm in New York City investing in real estate related assets including distressed mortgages and notes, opportunistic real estate and debt and equity investments.

Bob Kline

Senior Managing Director
Cushman Wakefield Inc.

Bob Kline is Senior Managing Director of the Capital Markets Equity Debt and Structured Finance team. He is an intuitive, experienced executive with more than 33 years of successful leadership in capital markets and the commercial real estate industry. Mr. Kline’s team specializes in Capital Markets Debt & Equity placement, CMBS and Commercial loan modifications, note sales, restructuring and mergers and acquisitions. Mr. Kline is the Western Region EDSF Senior Managing Director for Cushman Wakefield Capital Markets. He oversees the Dallas, Denver, Los Angeles and Phoenix offices. He also is the Global leader of the CMBS restructuring team. Over the past 5 years, Mr. Kline has facilita ... (view full description)

Robert Landin

Co-Founder & Co-Managing Partner
The Milestone Group

Robert P. Landin is Co-Founder and Co-Managing Partner of The Milestone Group, LLC, a leading multifamily real estate investment management platform with corporate offices in Dallas, TX and New York, NY.  Mr. Landin has 26 years of real estate acquisition, development, capital markets and investment management experience.  He is responsible for establishing the strategic direction of Milestone and the firm's capital markets activities and fundraising. Mr. Landin also serves as co-chairman of Milestone’s investment committee.  Milestone has executed on more than $15 billion of transactions since its formation in 2004 with realized IRR’s for its investors in e ... (view full description)

Tamara Larsen

Head of Private Markets Strategies & Social Impact
Russell Investments

Bachelor of Arts, Smith College, 1999 Master of Science, Massachusetts Institute of Technology, 2003 Tamara Larsen leads real estate private equity funds research for the Americas and global private infrastructure for the Investment Division of Russell Investments. She is Chair of the Private Infrastructure Investment Strategy Board, and a voting member of the Real Estate Investment Strategy Board. She joined Russell in 2008. Previously, Tamara was a senior vice president with Centerline Capital Group. While there, Tamara was the fund manager for a $200 million discretionary private equity real estate fund, and also worked in an acquisitions role for that fund. The fund focused on value-ad ... (view full description)

Jor Law

Founding Shareholder
Homeier & Law, P.C.

Jor Law is an attorney, entrepreneur, investor, and crowdfunder. Jor Law practices corporate and securities transactional law in Los Angeles and is a founding shareholder of Homeier & Law, P.C. His practice primary involves representing companies and individuals in the areas of finance, secured and unsecured lending, mergers and acquisitions, licensing, securities, venture capital, internet and new media, technology, e-commerce, EB-5, crowdfunding, and other corporate transactions. Jor received his J.D. from Columbia University and his B.A. from UC Berkeley. Jor is licensed to practice law in California and New York. For three consecutive years, Jor was recognized by Super Lawyers maga ... (view full description)

Linda Law

Law & Associates/Land Veritas

Linda Law is the founding partner of Law & Associates, one of the only women-owned real estate development firms undertaking institutional-quality development in the United States. Law & Associates is currently acquiring large-scale land projects. Ms. Law is an alumnus of University of California, Berkeley and the Harvard Graduate School of Design. She is a currently Chair of the Harvard Real Estate International Advisory Board (a venture between the Harvard Business School, the Harvard Kennedy School of Public Policy, the Harvard Graduate School of Design, the Harvard Law School and Harvard College) and is a founding member of the Harvard Real Estate Academic Initiative Ms. Law addi ... (view full description)

Kye Joon Lee

Managing Director, Head of Asia
Clarion Partners

Kye Joon (KJ) Lee is an equity owner and Managing Director as well as the Head of Asia at Clarion Partners, based in New York. Spearheading Clarion's efforts in Asia, KJ oversees direct and indirect institutional investments from Asia into the Americas. He is also a Portfolio Manager for a client separate account, managing assets of a large, Asian sovereign wealth fund. KJ has more than 20 years of real estate experience and has been active in both Asian and US markets with roles in development, acquisitions, and advisory services. With significant knowledge of both private real estate and cross‐border investments, he is a frequent speaker and contributor for industry and media groups. KJ jo ... (view full description)

Dewayne Lener

Director of New Business Development
Ascenergy LLC

Dewayne Lener is a public speaker and sought after investment and tax consultant with over 37 years of land acquisition and investment experience in the oil and natural gas industry. He was a key member with Petromax Operating Company and later with EMAX Legacy Partners as Vice President of Marketing. Dewayne currently heads up New Business Development for Ascenergy, a successful and rapidly expanding oil and gas production company. Dewayne’s tax expertise helps him advise clients to achieve maximum returns using tax-free growth vehicles within tax laws, allowing investors to benefit from tax-free growth and income.

Mark Levinson

Co-chair Financial Services Industry Practice Group
Fox Rothschild LLP

Mark Levinson serves as Co-chair of Fox Rothschild’s Financial Services Industry Practice Group and Co-chair of the Israel Practice Group.  For over 32 years, Mark has supported clients in their achieving their goals with practical and substantive guidance. Mark's practice centers on corporate, real estate, finance and securities offerings for clients raising capital and participating in strategic alliances and joint ventures. Mark routinely assists clients who form private equity and real estate funds, engage in M&A, securities offerings, debt and equity investments and financings, municipal finance and new market tax credits. Mark’s was named to the Los Angeles Business Journal’s “Who’ ... (view full description)

Jason Liu

Managing Principal
AmCap, Inc.

Jason joined AmCap in 2009 and heads development and strategy for AmCap. Prior to AmCap, Jason was a Global leadership Fellow with the World Economic Forum in Geneva and Davos, Switzerland, where he led the formation of China's firs mass international public private partnership. Jason began his career with Procter & Gamble, where he became one of the youngest Sales & Marketing team leaders in firm history. He was Head of Marketing at Aurarian Capital, a hedge fund focusing on Intellectual Property and Clean Energy. Jason received his MBA from MIT, and a BS from Cornall University - Joseph Granett Memoral Scholar. He was a visiting student at St. Catherine's College, Oxford University ... (view full description)

Leslie Lundin

Managing Partner
LBG Real Estate Companies, LLC

Leslie Lundin is Managing Partner and co-founder of LBG Real Estate Companies, LLC, a privately-held real estate company that specializes in the acquisition, investment and development of commercial real estate properties in the western United States.  The company’s main focus is on the direct acquisition of value added and opportunistic investments, with a strong preference for retail properties. Leslie has actively participated in over 1 Billion dollars in these types of transaction since 1990.  LBG is a vertically integrated owner/operator with an in-house leasing team exclusively dedicated to leasing LBG’s retail acquisitions as well as in-house personnel with deep construction managemen ... (view full description)

Brendan MacDonald

Co-Founding Partners
StepStone Group Real Estate LP

Mr. MacDonald is a Partner at StepStone Real Estate focused on investments. Prior to StepStone, Mr. MacDonald was a founding partner of Clairvue Capital Partners, a real estate investment manager which integrated with StepStone to establish StepStone Real Estate. At Clairvue, he was an investment committee member and focused on sourcing, underwriting and managing investments in the U.S., Europe and Latin America. Before Clairvue, he was a Director at Liquid Realty Partners, an investment manager focused on real estate private equity secondaries and held an acquisitions role at Babcock and Brown. Earlier in his career he completed GE Capital’s Financial Management Program and was part of ... (view full description)

Daniel MacDonnell

Managing Director
Cushman & Wakefield

Daniel MacDonnell is a Managing Director and Securities Principal in Cushman & Wakefields Global Hospitality Group based in the Century City office, where he is focused on expanding the Hospitality Groups investment sales, debt, equity and structured finance business including programmatic joint ventures and investment funds. Since joining Sonnenblick-Goldman (sold to Cushman & Wakefield in 2007), Mr. MacDonnell has completed approximately $3.5 billion in hotel investment sales and financings. Investment sales experience includes full service hotels (e.g. Fremont Marriott, CA), boutique hotels (e.g. Wilshire Hotel in Los Angeles, CA), select service hotels (e.g. Holiday Inn Expres ... (view full description)

Phil Mader

Managing Director

Philip G. Mader, Managing Director, senior portfolio manager, is a member of the Real Estate team within BlackRocks Portfolio Management Group. BlackRock is a global investment management firm with $4.6 trillion in assets under management. Philip has 24 years of real estate investment and development experience as both an investment manager and operator. Philip heads up Real Estates land and housing sector and is the senior portfolio manager of the Residential Opportunity Fund. Philip focuses on capitalizing on opportunities in the U.S. land, residential real estate, and capital markets and seeks to acquire land, create value through the planning process, land development, and vertical bu ... (view full description)

Greg Martin

Moss Adams LLP

Greg has led the firms real estate practice since joining Moss Adams in 2006. Over his 31 years in public accounting, he has served myriad clients, almost exclusively in the real estate industry. Greg has provided audit and advisory services to real estate value-added opportunity funds, REITs, single- and multifamily homebuilders, and residential land developers. In addition to traditional accounting, he has helped his clients with valuation, fair value reporting, and impairment analyses. Gregs expertise in real estate has also afforded him the opportunity to work extensively on strategic business planning and equity capital strategies for his clients. Prior to joining Moss Ad ... (view full description)

Robert Masters

Legal Consultant
Acadia Realty Trust

Robert Masters, Esq., recently retired from Acadia Realty Trust, had been  Senior Vice President, General Counsel, Chief Compliance Officer and Corporate Secretary since 1998. He is now serving as a Legal Consultant to the Company. Acadia is a retail-centric, self managed and self administered REIT, listed on the New York Stock Exchange with assets in a number of the country's gateway cities, like NYC, Chicago, San Francisco, Washington D.C. and Boston. Prior to joining Acadia, Mr. Masters worked for private real estate companies, banks, a law firm and the Department of Justice. Mr. Masters received his Bachelor of Arts from the City University of New York and his Juris Doctor from New York ... (view full description)

Joel Mayer

Managing Director
Rockwood Capital, LLC

Mr. Mayer, based in Los Angeles, has over 28 years of experience as a real estate investment professional and leads the firm's retail real estate investments nationwide.  Prior to joining Rockwood, Mr. Mayer was a Director at BlackRock Realty. While at BlackRock, Mr. Mayer worked on their Retail Opportunity Fund and was responsible for sourcing new investments, identifying and structuring transactions with joint venture partners and directing development and redevelopment activities for new acquisitions. For four years prior to joining BlackRock, My. Mayer was Senior Vice President of Real Estate and Development for California Pizza Kitchen ("CPK") with responsibility for the nat ... (view full description)

Richard McCay

Tieback Realty Finance, Inc

Richard is a Managing Director of Tieback Holdings LLC, a real estate development and advisory firm. He is the CEO and Co-founder of Tieback Realty Finance, Inc. and is responsible forleading  the development of its crowdfund platform. He is a California CPA and real estate broker with a NMLS endorsement. He graduated from Haas School of Business at UC Berkeley. Additionally, he received a Masters of Taxation from Golden Gate University while working full time for PricewaterhouseCoopers in San Francisco and also was a Manager in the Real Estate Consulting Group of Kenneth Leventhal & Co. [acquired by Ernst & Young].

Richard Mendelson

Seyfarth Shaw LLP

Areas of PracticeReal EstateExperience - Mr. Mendelson is Co-Managing Partner of the firms Los Angeles Office. A member of the Real Estate Practice Group, he has particular knowledge in the areas of acquisitions, joint ventures, and financing transactions, as well as in workouts and restructurings. Mr. Mendelson has extensive experience in representing both domestic and international insurance companies and banks, public pension funds (and their advisors), and significant family-owned real estate companies in all matters relating to commercial property.The respected English publisher Chambers & Partners lists Mr. Mendelson i ... (view full description)

Thad Meyer

Chief Financial Officer, Principal
Aeon One, LLC

Alexa Mizrahi

Director, Loan Origination
Lone Oak Fund, LLC

Alexa Lauren Mizrahi serves as Director of Loan Origination for Lone Oak Fund, LLC. She graduated with Provost’s Honors from the University of California, San Diego in 2008, earning a Bachelor of Science in Microeconomics & Mathematics. Since joining Lone Oak Fund’s Loan Origination Department in 2009, Alexa has underwritten thousands of commercial real estate transactions and has closed more than $500 million in bridge loans. Alexa originates short term financing up to $30 million for California investment properties. She is a board member for the Los Angeles Mortgage Association, has spoken on numerous panels for organizations such as RealShare, IMN, and Bisnow, and has been published ... (view full description)

Hiren Modi

EisnerAmper, LLP

Hiren Modi is an Audit Partner in EisnerAmper LLP's Financial Services Group. He has over seventeen years of extensive experience in all areas of accounting and auditing. In particular, he serves a large number of broker-dealers, domestic and offshore hedge funds, and real estate funds. Hiren has completed the Series 27 examination of the Financial Industry Regulatory Authority and has served as Financial and Operational Principal (Fin-Op) for several boutique broker-dealers and option traders. Hiren’s previous experience includes serving as a Staff Accountant and later a Supervisor at a regional accounting firm in India, where he was involved in the audits of large domestic and foreign p ... (view full description)

Robert Morse

Bridge Investment Group Partners

Mr. Morse has over 30 years of experience in commercial and investment banking and private equity fund management. Currently Mr. Morse serves as the Chairman of Bridge Investment Group Partners, a real estate asset management firm founded in 1991. Bridge currently owns and manages over 22,000 apartment units and over 2mm sq ft of commercial office space. Previously, Mr. Morse served as the CEO of Citigroup’s Asia Institutional Clients Group from 2004-2008. This group of institutional businesses included corporate banking, investment banking, markets and transaction services in 17 countries employing over 14,000 employees. During Mr. Morse’s tenure, Citigroup was awarded the ‘Best B ... (view full description)

Steve Moskowitz

Stroock & Stroock & Lavan LLP

Steven P. Moskowitzs practice includes all areas of traditional commercial real estate including the acquisition, disposition, development, financing, leasing and restructuring of commercial and residential real estate, with an emphasis in the representation of pension funds and managers, REITs and other institutional investors in connection with debt, equity and infrastructure investments. Mr. Moskowitz has significant experience in advising fiduciaries with respect to managing their clients' real estate investments and is well versed in the tax and ERISA issues applicable to tax exempt investors.Representative MattersIn his nearly two decades with the fir ... (view full description)

Glenn Mueller

Real Estate Investment Strategist, Managing Director
Black Creek Group

Glenn R. Mueller, Ph.D. Dr. Mueller has 42 years of real estate industry experience, including 35 years of research.  Mueller is internationally known for his market cycle research on income producing real estate, his real estate securities analysis (REITs) research and his public and private market investment strategies and capital markets analysis.   He is a Professor at University of Denver’s, F.L Burns School of Real Estate & Construction Management, teaching and doing research in real estate market cycles, development, feasibility, investments and real estate capital markets (REITs & CMBS).  The academic program started in 1938 and offer ... (view full description)

Ken Muller

Partner & Co-Chair PE Funds
Morrison & Foerster LLP

Kenneth W. Muller represents private equity funds, real estate opportunity funds, infrastructure funds, timber funds, private REITs, debt and mezzanine debt funds, leveraged buyout funds, joint ventures, and funds-of-funds in all aspects of their enterprises. His practice emphasizes the formation, organization and operation of limited partnerships, limited liability companies, corporations and REITs, as well as joint ventures, large U.S. and cross-border portfolio acquisitions and dispositions and other types of transactions related to real estate investment funds and REITs. He has represented some of the largest and well-known sponsors of private equity and real estate opportunity funds ... (view full description)

Suzanne Mulvee

Director of U.S Research, Retail
CoStar Portfolio Strategy

Suzanne Mulvee, CFA, Senior Real Estate Strategist, designs strategies for investing across the U.S. apartment, office, retail, and warehouse property markets. She works to customize CPS’s core research to suit specific investment criteria and helps clients to communicate portfolio performance and forward-looking strategies to stakeholders. Mulvee specializes in research and forecasting of the performance of retail assets across the United States. Since joining CPS, she has written a handful of white papers and numerous articles for publications, including Commercial Investment Real Estate, MBA Newslink, CMBS World, CREFC, and NCREIF's Real Estate Performance Report. She is often cited by ... (view full description)

John Murray

Executive Vice President

Mr. Murray is an executive vice president in the Newport Beach office and a portfolio manager focusing on commercial real estate investments. Prior to joining PIMCO in 2009, he structured real estate transactions throughout the U.S. at JER Partners. Before JER Partners, Mr.Murray was in commercial real estate development and construction and also served for three years as a combat engineer officer with the U.S. Army. He has 13 years of investment experience and holds an MBA from the Wharton School of the University of Pennsylvania. He also holds a master's degree in civil engineering from MIT and a bachelor's degree from Lehigh University.

Robert Murray

Managing Director
Praedium Group, LLC

Mr. Murray joined The Praedium Group in 2003. His responsibilities include acquisitions, asset management, financings and dispositions of real property and loans. Most recently, he has spearheaded the Firm's client development and management. Since joining The Praedium Group, Mr. Murray has completed over $1 billion of real estate transactions across a diverse group of asset types. Prior to joining The Praedium Group, Mr. Murray spent nine years in the Real Estate Investment Banking Group of Salomon Smith Barney. During his tenure at Salomon, he focused on capital raising, M&A and strategic advice to REITs and private owners of real estate. He was also instrumental in establishing Sal ... (view full description)

Greg Myers

Managing Director
Alter Domus

Greg is a managing director of Cortland Capital Market Services LLC. Greg oversees business management for Cortland's fund administration group. An experienced financial executive, Greg brings over 15 years of broad-based financial services expertise to Cortland. Prior to joining Cortland CMS, Greg managed the Specialty Bank Loans team within LaSalle Bank’s Global Securities and Trust Services group. Greg’s initial service in the financial sector includes experience working as an Equity Options Market Maker at the Chicago Board of Options Exchange, as well as a financial analyst and Y2K consultant with other financial institutions.

John Napoli

Seyfarth Shaw LLP

Mr. Napoli is co-managing partner of the firm's New York office. He practices in the areas of federal, state and local taxation and chairs the firm's national Tax practice group. He represents both public and private clients and regularly advises clients on tax issues relating to corporate mergers and acquisitions, international transactions, restructurings, consolidations, financing, real estate (including REITs), tax free like kind 1031 exchanges, subchapter S corporations, partnerships, joint ventures, and limited liability companies. Mr. Napoli has been instrumental in structuring numerous tax-efficient transactions, including the formation, operation and liquidation of REITs and UPREITs ... (view full description)

Jeremy Naylor

Cooley LLP

Jeremy Naylor is a member of the Cooley business department and is a partner in the firm's Tax practice, working in conjunction with the Venture Capital Fund Formation group. He is resident in the New York office.Mr. Naylor focuses his practice on the representation of private equity, real estate, venture capital and hedge fund sponsors in connection with the tax aspects of structuring investment funds.Mr. Naylor also advises U.S. and non-U.S. institutional investors, governmental investors, pension trusts and other tax-exempt organizations in structuring their investments in private investment funds, including venture capital, buyout, real estate and hedge funds. His ... (view full description)

Josh Nevarez

Armanino LLP

Josh has been providing accounting, audit and consulting services to the Financial Services industry for nearly two decades. As the partner lead of Armanino's Financial Services and more specifically, private equity fund practice, he is often sought out by Fund managers all around the country seeking his advice on topics that include: offering document structuring, outsourced back-office accounting solutions, software expertise and support, best practices and internal controls, as well as annual compliance needs such as audits and tax return/K-1 preparation. Josh graduated from St. Mary's College in May of 1995 with a Bachelor of Science degree in Accounting. He joined Armanino in Septem ... (view full description)

Meagan Nichols

Managing Director
Cambridge Associates

Focus and ExperienceMeagan is a Managing Director and the Deputy Head of Global Investment Manager Research. She is also the Head of Real Assets Research at Cambridge Associates. The firms global real assets research team covers private equity, hedge fund, and long only investments in agriculture and natural resources, commodities, energy, infrastructure, real estate, timber, and water. Meagan manages a team of dedicated research specialists based in the U.S., London, and Singapore. The teams responsibilities include tracking these strategies at the market and manager levels, as well as conducting due diligence on fund offerings, monitoring firms investing for clients, ... (view full description)

Dana Ostenson

Senior Vice President
CMR Capital Group

Dana A. Ostenson Has more than 30 years of real estate, finance and legal experience. Presently he serves as Senior Vice President of CMR, Henry Groups US joint venture acquisition arm. Previously he has served as, Portfolio Manager at Citizens Business Bank, a New York Stock Exchange traded commercial bank. He served as Executive Vice President and Principal of Barker Pacific Group, Inc., a commercial real estate investment and development company. Mr. Ostenson served as Managing Director, Group Head of Johnson Capital's investment banking subsidiary where he advised public and private real estate companies on a broad range of real estate capital transactions including equity joint ventures ... (view full description)

David Packer

Pircher, Nichols & Meeks LLP

David L. Packer is a partner at Pircher, Nichols & Meeks, where he specializes in financing transactions.  He graduated from the University of Virgina School of Law, order of the coif, in 1985, where he served as an Executive Editor of The Virginia Law Review.  He also graduated with a B.A. in Government, magna cum laude, from Georgetown University in 1982.

George Pandaleon

Inland Institutional Capital, LLC

As President, Mr. Pandaleon is responsible for the growth and performance of Inland Institutional Capital, LLC.  He is also a voting member of the Inland Investment Committee, which reviews opportunities that may be appropriate for ICAP's clients or other Inland entities. Prior to joining Inland, Mr. Pandaleon was Executive Managing Director of the Institutional Investment Group at Grubb & Ellis, where he led a team of real estate investment professionals focused on serving large institutional clients. Before Grubb & Ellis, Mr. Pandaleon was a Partner with CMD Realty Investors, a sponsor of five institutional commingled real estate investment funds. Prior to that he held ... (view full description)

Dean Pappas

Goodwin Procter LLP

Areas of Practice Dean Pappas is a partner in Goodwin Procter’s Real Estate Investment Management Practice. He has extensive experience with real estate and corporate transactions. Work for Clients Mr. Pappas’ practice involves structuring, negotiating, drafting and closing various real estate and corporate transactions, including joint venture formation (partnerships and limited liability companies), merger, acquisition and disposition transactions, construction, mortgage and mezzanine loan transactions, public contracting, leasing and other various transactions. Professional Activities Mr. Pappas is a member of the USC Law School Institute - LACBA Benjamin S. Crocker ... (view full description)

Sujan Patel

Founder and Managing Principal
Nantam Capital

Sujan Patel, Founder and Managing Principal, Nantam Capital   Nantam Capital is a real estate investment platform focused on investing in opportunistic and special situations across real estate and real-estate related operating and technology companies.  As part of these initiatives, Mr. Patel is on the executive committee and advisory board for the Arden Distressed Hospitality Fund, which is sponsored by the Arden Group based out of Philadelphia, and is a recently established, $500MM vehicle dedicated to investing in distressed hospitality assets. Prior to forming Nantam Capital in December 2018, Mr. Patel  was the Managing Dire ... (view full description)

Matthew A Pestronk

Post Brothers

Matthew Pestronk is the President and Co-Founder of Post Brothers.  Following his early-career success as a commercial real estate finance executive, Matthew co-founded Post Brothers at the age of 29, and has grown the company into one of the most prolific real estate development and investment firms on the East Coast. Matthew and his wife, Carrie, reside in Gladwyne, Pa., with their two children: Max, 8, and Zac, 5. Matthew is a recognized leader both in his industry and his community, volunteering as a passionate youth sports coach and serving on the executive board of several charitable organizations, including Beat the Streets Philadelphia, the Philadelphia Holocaust Remembrance Foundati ... (view full description)

Edward Pierzak

Managing Director, Strategy & Research, Global Real Estate

Edward F. Pierzak is managing director in Global Real Estate Strategy and Research for the TIAA-CREF organization. Mr. Pierzak is responsible for providing investment research and portfolio strategy analysis for the Global Real Estate investment management team and for related businesses of the organization. Mr. Pierzak joined the TIAA-CREF organization in 2012 and has 18 years of real estate investment management experience. His prior experience includes research and strategy, as well as portfolio management roles. At Henderson Global Investors (North America) Inc., he was chief investment strategist for property and portfolio manager for the core diversified open-end real estate fund. P ... (view full description)

Fred Pillon

Gibson, Dunn & Crutcher, LLP

Fred L. Pillon is a partner in the San Francisco office of Gibson, Dunn & Crutcher and co-head of Gibson's Real Estate Department and practices exclusively in the real estate area, primarily in the areas of finance and investment, including conveyancing, leasing, partnerships and joint ventures, secured transactions and loan workouts. He serves as counsel to institutional investors and lenders, including opportunity funds, major national life insurance companies and banks, savings and loans and investment banking firms, as well as developers in connection with a wide variety of real estate projects, including office buildings, hotels, shopping centers, multi-family projects and other commer ... (view full description)

Jeff Pintar

Pintar Investment Company

Jeff Pintar is the President and founder of Pintar Investment Company, LLC ("PIC") and Vertical Real Estate Services. The combined firms provide fully integrated strategic real estate investment services to individual and institutional investors of single family homes. Since 2009, we have invested over $2.5 billion in Single Family homes throughout the United States. Prior to founding PIC, Jeff was the National Ret ... (view full description)

Perry Pinto

Walton Street Capital, LLC

Mr. Pinto directs the acquisition efforts for Walton Street Capital ("WSC") throughout the West Coast of the United States and directs all of firm's industrial acquisitions throughout the entire United States. In addition, Mr. Pinto leads the firm's efforts in the majority of the public-to-private transactions that are pursued by the firm. In his career at WSC, Mr. Pinto has acquired over $6 billion of assets in every sector of commercial real estate in every major geographic market of the United States.Mr. Pinto is a founding member of WSC and has been with the firm since its inception in 1995. Prior thereto, Mr. Pinto was an associate with JMB Realty Corporation. Mr. Pinto ... (view full description)

Sandy Presant

Chair, Real Estate Fund Practice Group
Greenberg Traurig, LLP

Sandy Presant, Chair of the Real Estate Fund Practice Group at Greenberg Traurig, LLP, focuses his practice on providing fund and joint venture best practice business and tax structuring advice to sponsors of the leading real estate private equity funds, REITs, and their local partners and investors in the U.S. and internationally. He has over 30 years of experience as a tax and business lawyer for major funds and real estate companies. He has structured and negotiated the tax and business aspects for over 100 real estate funds (including their internal general partner structuring and executive compensation) in the U.S., Europe, Latin America and Asia, and more than 500 joint ventures (partn ... (view full description)

Grant Puleo

Duane Morris LLP

Grant Puleo focuses his practice on a wide variety of real estate, finance and business transactions. He has extensive experience in a broad array of commercial and multi-family real estate transactions, including acquisitions, development, syndication, dispositions and specialized leasing and financing of all product types throughout California and the United States. Mr. Puleo's finance experience includes both borrower and lender representation in the initiation and workout of complicated debt and equity transactions, such as acquisition and construction financing, mezzanine financing and synthetic leasing transactions. He also represents clients in business matters ... (view full description)

Edward Ratinoff

Managing Principal
James Investment Partners

Edward Ratinoff is Founder and Managing Principal of James Investment Partners, an opportunistic investment platform focused on multifamily, office and industrial properties in the San Francisco bay area and the Los Angeles region. Ed also currently serves on the board Axos Financial (NYSE:AX). Ed previously held senior positions with nationally focused real estate investment management firms such as the JE Robert Companies and PRG and was a senior banker with Chase Securities (Chase), BT Securities (Bankers Trust)  and McDonald Investments (Keybank).   Mr. Ratinoff earned his Masters of Business Administration from the J.L. Kellogg Graduate School of Management, Northwestern University and ... (view full description)

Jeffrey Reder

Managing Director
CenterSquare Investment Management

As Managing Director, Private Real Estate at CenterSquare, Mr. Reder is responsible for all acquisition activity in the Western United States. He serves as a member of the Investment Committee for CenterSquare’s Private Real Estate Group and oversees a team focused on sourcing, underwriting and closing real estate acquisitions and investment transactions across a variety of property types. Founded in 1987, CenterSquare is a registered investment adviser focused exclusively on real estate. Prior to CenterSquare, Mr. Reder was Vice President for a private real estate investment firm. He was responsible for underwriting acquisitions, financing, asset management and disposition of properties wit ... (view full description)

Christopher Reeder

Robins Kaplan LLP

Represents clients in complex trial and litigation matters such as real estate, lender and private equity liability, franchise, business practices, intellectual property, employment and labor, health care, construction, aviation, entertainment, white collar crime, class action, partnership disputes, and other commercial litigation cases.
Also counsels clients in real estate transactions, lending and brokerage laws, franchise transactions and disclosures, construction contracting and licensure requirements, advertising, business practices, and employment law.

Michelle Reuter


Michelle Reuter is a Principal in the Real Estate Boutique within the manager research division of Mercer Investments and is located in Chicago. She provides real estate consulting and strategic advice to Mercer's clients and consultants located across the globe. Her primary responsibilities also include analysis, research and due diligence of US real estate private equity investment strategies and global real estate securities strategies. She is a voting member and provides recommendations on investment managers to Mercer's Global and US Property Ratings Review Committees. Michelle also contributes to Mercer's Dynamic Asset Allocation process and produces intellectual capital on the US real ... (view full description)

Ananda Reynolds

Global Syndicated Finance
Bank of America Merrill Lynch

Ananda Reynolds is a Director with Bank of America Merrill Lynch. She has been with the firm for over 20 years with extensive experience leading deal teams to structure and syndicate complex and high profile credits for Bank of America Merrill Lynch's large corporate real estate clients. She manages underwriting, structuring and execution of broadly syndicated secured and unsecured debt facilities for public and private real estate companies, including top tier REITs/REOCs, C-Corps and private equity funds. Bank of America Merrill Lynch is a leading provider of financing to opportunity & private equity funds and is uniquely positioned to offer broad market perspective and market leading ... (view full description)

Jay Rollins

Walker & Dunlop Investment Partners

Mr. Rollins is the EVP, Chairman and Co-Founder of WDIP (f/k/a JCR Capital). In addition to managing WDIP’s legacy funds, Mr. Rollins provides guidance to WDIP’s management team regarding investment strategy and execution. From 1999 to 2005, Mr. Rollins was a Managing Director at GMAC, where he built a team of 17 professionals focused on making opportunistic loans to transitional multifamily, retail, office, land and industrial properties. Prior to GMAC, Mr. Rollins was the President and Founder of Eastern Realty Corporation, a “Resolution Trust Company era” real estate investment company. Eastern Realty managed four partnerships, each purchasing assets from the RTC and financial ... (view full description)

Jonathan Romick

General Counsel and Chief Compliance Officer
GEM Realty Capital, Inc.

Mr. Romick joined GEM Realty Capital, Inc. (“GEM”), in 2006 and is the General Counsel and Chief Compliance Officer.  Mr. Romick oversees compliance and legal matters for the real estate investment funds sponsored by GEM. Prior to joining GEM, Mr. Romick was a lawyer in the Real Estate Practice Group at Neal, Gerber & Eisenberg LLP and prior to that at Kirkland & Ellis LLP.  Mr. Romick received his Juris Doctor from the University of Illinois, College of Law in 2002, magna cum laude, and received a Bachelor of Science in Accounting from the University of Illinois at Urbana-Champaign, where he graduated with Honors in 1997.  Mr. Romick is also a Certified Public Accountant. ... (view full description)

Michael Rosenfeld

Woodridge Capital Partners, LLC

Michael Rosenfeld is the founder and Chief Executive Officer of Woodridge Capital Partners, LLC, a leading Los Angeles-based real estate investment and development company. Woodridge and its affiliates own and develop a broad range of hotel, resort, residential, retail and commercial real estate assets throughout the United States. Mr. Rosenfeld is an acknowledged leader with over 25 years experience in the real estate industry. He received the Single Asset Transaction of the Year Award by the Americas Lodging Investment Summit and was selected as one of Builder & Developer Magazines Whos Who in Homebuilding. Mr. Rosenfeld enjoys extensive relationships throughout ... (view full description)

Randall Rothschild

Managing Director
The Blackstone Group

Randall Rothschild is a Managing Director of The Blackstone Group and the Chief Operating Officer of Blackstone Real Estate Debt Strategies based in New York. Since joining Blackstone in 2008, Mr. Rothschild has been responsible for acquisitions, originations and asset management activities. In addition, Mr. Rothschild works with existing and new limited partners regarding their existing or potential limited partner investments. Before joining Blackstone, Mr. Rothschild was with Merrill Lynch from 2004 to 2008 where he originated, structured, and executed real estate investments for the firm's Real Estate Principal Investment Group Americas. His investment experience encompassed high-yield d ... (view full description)

Eric Rowen

Greenberg Traurig, LLP

Eric Rowen is the Co-Chair of the Real Estate Litigation Practice and the Chair of the Western Region Real Estate Litigation Group. He focuses his practice on litigation involving real estate, real estate financing, commercial real estate leasing, real estate related bankruptcies, and trusts holding vast real estate assets. Recognized by The Best Lawyers in America, Litigation for trusts and estates from 2018-2020, Rowen has deep experience with litigation and pre-litigation counseling involving securitized loan portfolios, bond financings, loan and loan portfolio workouts and restructurings, construction financing, partnership and joint venture disputes, complex eminent domain, lea ... (view full description)

Salvatore Salzillo

SVP & Group Head
BofI Federal Bank

Salvatore Salzillo joined BofI Federal Bank, an $8.7 billion online diversified financial services company, in June 2012 as Senior Vice President where he is responsible for the development and execution of the bank’s strategies and objectives in lender finance, corporate finance, commercial real estate finance, factoring and equipment leasing.    Mr. Salzillo has over 30 years of leadership experience in the financial services industry.  Previously, he launched a capital markets business supporting lender finance and solar project equipment leasing at Key Equipment Finance.  Prior to Key, for nearly 11 years, he held senior leadership roles at GE Capital in commercial finance an ... (view full description)

Todd Sammann

Colony Capital, LLC

Mr. Sammann is a Principal at Colony Capital, a Los Angeles-based private equity firm with $20 billion of assets under management. Mr. Sammann is a member of the firm’s investment committee and serves as CEO of Colony Mortgage Capital, Colony’s commercial real estate CLO manager. Mr. Sammann also serves on the Board of Directors of ChannelPoint Hospitality and ColFin Cobalt Industrial REIT. Prior to joining Colony in 2008, Mr. Sammann was Managing Director and Head of North American Large Loan Commercial Mortgage Backed Securities at Deutsche Bank, where he oversaw the origination of more than $50 billion of structured real estate financings, leveraged buyouts and other M&A-related tran ... (view full description)

Michael Scheinberg

Pircher, Nichols & Meeks LLP

Michael E. Scheinberg joined the firm in 1989 and is a partner in the firm's real estate department. Mr. Scheinberg's practice focuses on commercial real estate transactions, including private equity, restructurings, development, loan origination and workouts, joint ventures, acquisitions and dispositions as well as leasing. Mr. Scheinberg has been a member of the real estate and tax section of the State Bar of California since his admission in 1983 and is a member of the Los Angeles Bar Association.

Michael Schwartz

Commercial Real Estate Finance Broker
Financial Compound

Michael Schwartz has been an active commercial mortgage broker since 1997, having closed over $4.4 billion in financing transactions, both debt and equity. In 2007 he started his own commercial mortgage brokerage firm, Financial Compound, which has been an innovator in identifying and structuring capital markets opportunities and gathering capital markets information. Financial Compound's transactions run the gamut from low leverage first mortgages on trophy assets, to structured debt and equity placements for properties in need of renovation, to construction and unentitled land financing.  Michael is experienced with many types of financial structures, including acquisition, predevelopment, ... (view full description)

Michael Schwartz

McGladrey LLP

Hal Scudder

Chief Investment Officer
Phillips Edison

Mr. Scudder oversees Phillips Edison's acquisition and disposition activities. Phillips Edison is the nation's largest private owner focused on grocery anchored shopping centers. Through its various funds, Phillips Edison owns and operates over 260 retail properties totaling over 30 million sf. Phillips Edison closed over $2.5 billion of shopping center acquisitions and dispositions in 2013-2014 (covering 175+ properties in 125+ separate transactions) and targeting $1 billion+ of retail acquisitions in 2015. Prior to Phillips Edison, Mr. Scudder was a Principal with The Anderson Group, a Michigan based private equity firm. He also worked for the Taubman Companies in leasing, development, ... (view full description)

Vivek Seth

Head of Real Estate Investment Banking
Raymond James & Associates, Inc.

Vivek Seth has more than 25 years of corporate finance and real estate experience including transactions worth more than $100 billion. He currently serves as Vice Chairman at Raymond James with a focus on real estate investment banking, which is involved with public and private offerings and mergers and acquisitions within the real estate, hospitality and homebuilding industries. Mr. Seth received a Bachelor of Science in electrical and computer engineering from the University of Notre Dame.  Prior to joining Raymond James in 2001, he was a senior member of the real estate investment banking group at J.P. Morgan, where he was involved in several landmark real estate tran ... (view full description)

Niraj Shah

Rockwood Capital, LLC

Mr. Shah, based in New York City, has 20 years of experience in the real estate industry. Mr. Shah serves on various Investment and Portfolio Management Committees. Mr. Shah leads the origination of structured investments for Rockwood, including preferred equity, mezzanine and credit investments. In addition to these responsibilities, Mr. Shah is the Portfolio Manager for Rockwood’s debt separate accounts. Prior to joining Rockwood, Mr. Shah was a Vice President at Citi Markets & Banking where he was responsible for the pricing, structuring and distribution of Citi’s subordinated debt and leveraged loan positions for the Commercial Real Estate group. During his career at Citi, Mr. Shah sour ... (view full description)

Jesse Sharf

Gibson, Dunn & Crutcher, LLP

Jesse Sharf is a partner in the Century City office of Gibson, Dunn & Crutcher and is Co-Chair of the firm's Real Estate Department, and is a member of the firm’s Executive Committee.  His real estate practice experience includes extensive representation of all types of investors, lenders and developers.  On the lender side, Jesse represents mezzanine lenders, construction lenders, CMBS lenders, and portfolio lenders in workouts, whole loan sales, syndications and participations, foreclosures and other enforcement actions, construction lending, mezzanine lending, CMBS lending and structured finance lending transactions.  In addition, Jesse represents real estate funds, developers and ins ... (view full description)

Scott Shepherd

Executive Vice President
OneWest Bank N.A.

Scott Shepherd is an Executive Vice President and co-head of the Commercial Real Estate Group at OneWest Bank, N.A. He is a member of the OneWest Bank Management Committee. Within three years of launching the commercial real estate loan originations business, his team issued over $2.5 billion in loan commitments. At OneWest he also led the acquisition, integration, servicing and asset management of multiple $billion pools of commercial mortgage loans. Before relocating to California, Scott was with Goldman Sachs for ten years in Investment Banking where he ran transactions in real estate and financial services. Scott earned his MBA with honors from the Wharton School at the University of P ... (view full description)

Timothy Shine

Shine Associates, LLC

William Shopoff

Shopoff Realty Investments L.P.

William A. Shopoff is President and Chief Executive Officer of Shopoff Realty Investments, L.P.  Mr. Shopoff has more than 39 years of real estate and investment experience. His expertise includes the acquisition, development, and sale of new and redeveloped residential and commercial properties throughout the United States, as well as partnership structure, debt placement, venture capital and investment underwriting.  Mr. Shopoff has acquired over 1,000 properties on behalf of his various entities, including the acquisition of over 6,000 apartment units (fee or mortgage loans) and the entitlement of over 7,000 lots/units of land suitable for single-family or multi-family development.  ... (view full description)

Mitch Siegler

Senior Managing Director & Co-Founder
Pathfinder Partners, LLC

Mitch Siegler co-founded Pathfinder Partners, LLC, a leading opportunistic real estate private equity firm and fund manager, in 2006. Pathfinder, headquartered in San Diego, CA, is one of the countrys most active acquirers of value-add residential and commercial real estate notes and properties having acquired in excess of half a billion dollars of assets in 75 separate transactions since inception. Pathfinders latest fund, Pathfinder Partners Opportunity Fund V, L.P. was launched in October 2014. Prior to co-founding Pathfinder, Mitch founded and served as CEO of several businesses. He previously spent five years as a partner with Sorrento Associates, Inc., a boutique invest ... (view full description)

Stephen Sotoloff

Walton Street Capital LLC

Greg Spick

Senior Portfolio Manager - Real Estate / Real Assets
UPS Investments

Greg Spick, CFA is a portfolio manager for the UPS Group Trust where he oversees $2 billion of real estate investments and is currently working to expand into broader real assets. Spick previously held positions with New York Life and Credit Suisse in the firms' respective real estate groups and has completed over $3 billion in direct real estate investments. He is a CFA Charterholder and holds a MBA from the University of Georgia.

Maria Stamolis

Co-Head of Real Estate Investments
Canyon Partners Real Estate

Maria Stamolis is the Co-Head of Real Estate Investments and Director of Asset Management for Canyon Partners Real Estate LLC. She has been with Canyon for 9 years and has worked in the real estate industry since 1987. Ms. Stamolis is responsible for the oversight and management of CPRE’s multi-billion dollar portfolio of commercial real estate debt and equity investments, she holds a seat on all real estate investment committees and serves as the Fund Executive for the Canyon Catalyst Fund, the firm’s real estate emerging manager program with CalPERS. Prior to joining Canyon, Ms. Stamolis was an Executive Vice President at Karney Management Company, a Los Angeles-based developer and owner o ... (view full description)

Peter Stelian

Blue Vista Capital Management, LLC

As a Managing Principal and founder of Blue Vista, Mr. Stelian sits on the Blue Vista Capital Management Investment and Management Committees and is responsible for structuring investments made by Blue Vista Capital Management. Mr. Stelian also leads the effort of developing new investment strategies for the Firm. Prior to forming Blue Vista, Peter was a Managing Director of Jones Lang LaSalle (formerly LaSalle Partners) where he completed over $6 billion in total transactions including $1 billion in corporate net lease transactions and also led over $500 million in securities and property investment activities, during his eleven-year tenure. Mr. Stelian also co-founded the CMBS investment g ... (view full description)

Allan Sternberg


Allan joined the Fundrise team to strategically expand the platform, and is based in Los Angeles. Previously, Allan he spent 11 years at Angelo Gordon and was responsible for acquisitions, asset management and dispositions of the firm's real estate assets in Denver, Phoenix, Las Vegas and Southern California. Prior to joining Angelo, Gordon, Allan worked for Lehman Brothers Real Estate Partners where he focused on real estate fund acquisitions and mezzanine debt investments.

Andy Stewart

Managing Partner
Argosy Real Estate Partners

Mr. Stewart is responsible for the management and oversight of Argosy Real Estate Partners including investment strategy, fundraising, asset management, and operations. He is a member of the firm’s Investment Committee and Management Committee. Mr. Stewart has 20 years of real estate investment and operating experience, involving over $2 billion of diverse real estate transactions throughout the United States and Canada. He was most recently Senior Manager of Acquisitions at M.D.C. Holdings, Inc., one of the nation’s largest public home builders, where he had responsibility for origination and execution of land and corporate investments throughout the company’s footprint. Mr. Stewart j ... (view full description)

Jeffrey Stoke

Procopio, Cory, Hargreaves & Savitch LLP

Jeff Stoke is a partner and the Real Estate Practice Group leader of Procopio, Cory, Hargreaves & Savitch, LLC, the largest law firm in San Diego, and one of the largest law firms in California. His practice includes the representation of owners and developers in all aspects of commercial real estate, as well representing clients in business and finance transactions. Prior to joining Procopio, Jeff worked for one of the largest law firms in the United States, and was in-house counsel for a Fortune 100 size company handling their real estate and business matters throughout the world. Jeff earned a bachelors degree in economics from U.C. Davis, and a juris doctor from Loyola Law School ... (view full description)

Lincoln Stone

Stone Grzegorek & Gonzalez LLP

In 2005, Lincoln Stone co-founded the immigration law firm now known as Stone Grzegorek & Gonzalez LLP (SGG). Lincoln is certified by the State Bar of California Board of Legal Specialization as a Specialist in Immigration and Nationality Law. SGG has the distinction of housing more certified immigration law specialists than any other law firm.Following studies in law and a federal court clerkship with the Northern District of Indiana and the Seventh Circuit Court of Appeals, Lincoln started his career in immigration law in 1987 with the U.S. Immigration and Naturalization Service. In the earliest of Lincolns twenty-two years of private practice, his experience included immigration law as we ... (view full description)

Chauncey Swalwell

Stroock & Stroock & Lavan, LLP

Chauncey Swalwell’s practice focuses on commercial real estate, including the representation of private and institutional investors and lenders in connection with the acquisition, sale, development, leasing and financing of hotels, student housing facilities, industrial parks, office buildings, regional shopping centers, and other projects, including the structuring of complex transactions involving public and private REITs, TICs and other investment and lending vehicles. Mr. Swalwell has extensive experience structuring and negotiating joint venture agreements on behalf of private equity and institutional investors and promoters in a considerable array of real estate transactions. Mr. Sw ... (view full description)

Randy Teteak

Executive Vice President

Randy Teteak is Executive Vice President of SunCal. Randy is a member of the firm's Senior Management, Investment and Asset Management committees. Before SunCal, Randy served as president of O'Donnell/Atkins and as vice president with Staubach. Before entering the field of real estate, Randy served as a commissioned officer in the U.S. Marine Corps. He holds a B.S. in Finance from Boston College.

David Tobin

Mission Capital Advisors

William David Tobin is one of two Principals of Mission. He has extensive transactional experience in loan sale advisory, investment banking and commercial real estate debt and equity raising. From 1994 to 2002, Mr. Tobin was associated with a national brokerage firm, where he started and ran a loan sale advisory business, heading all business execution and development. In that capacity, Mr. Tobin closed in excess of $6 billion of loan sales. In addition, he executed sales and/or financing transactions on the TriBeCa Grand development site, 60 Thompson (a 100 room Boutique Hotel in SoHo), the St. Moritz Hotel, the Barbizon Hotel, the Newark Airport Hilton and the Empire Hotel as well as on a ... (view full description)

James Tod


Jim Tod is a Partner in the Passthroughs Group for KPMG’s Washington National Tax Practice. The Passthroughs Group is responsible for providing advice to KPMG professionals and clients regarding the federal taxation of partnerships, real estate investment trusts and S corporations across all major industries, and advises on specialty areas such as like-kind exchanges, oil and gas, leasing, and excise taxes. Jim recently joined KPMG from the Washington National Tax Passthrough Services group at another Big Four firm where he focused on the use of partnerships and limited liability companies in merger and acquisition transactions. He has extensive experience in real estate, debt restructurin ... (view full description)

Charles Toppino

Oak Pass Capital Management

Charles P. Toppino is the founder and President of Oak Pass Capital Management (“OPCM”) and has been actively involved in the commercial real estate industry for over 20 years. OPCM was formed in 2011 and is a real estate company that invests nationally as GP Sponsor in JV’s with local / regional operations. The firm targets high-yielding, mispriced and off-market commercial real estate opportunities that have allowed the firm to achieve high current yields and above average returns.   Mr. Toppino’s experience includes acquisitions, asset management, sourcing equity and debt financing as well as serving as an advisor to buyers and sellers of assets in the U.S., Europe and Asia. P ... (view full description)

Tim Trifilo

Partner-National Real Estate Tax Leader
CohnReznick LLP

Timothy Trifilo is a partner in CohnReznick's Tax Practice with more than 18 years of experience. He advises global clients in the asset management, private equity, and real estate industries, including opportunity funds, venture capital, public and private REITs, institutional investment advisors, and real estate owners/developers. Timothy specializes in structuring global private equity funds and investments with diverse investor profiles and in providing transaction support and advice on fund formation, public and private equity offerings, capital structures, REIT formation and qualification issues, real estate workouts, and M&A transactions. He also has significant experi ... (view full description)

Mark Tronstein

Managing Director, Real Estate
Andell, Inc.

Mark Tronstein is a Managing Director at Andell Inc., a Los Angeles-based private investment firm and family office with global business and investment interests, where he oversees the real estate strategy. Prior to joining Andell, Mark was a Director at Broadreach Capital Partners, a private real estate investment firm with over $1 billion of equity capital under management, where he was responsible for sourcing and executing value-add and opportunistic transactions across all product types as well as distressed debt in the Southwestern U.S. Prior to joining Broadreach, Mark was an investment professional at Morgan Stanley, where he focused on acquisitions in the Western U.S. on behalf o ... (view full description)

Gene Trowbridge

Trowbridge Taylor Sidoti LLP

Gene Trowbridge is a California licensed attorney and the founding partner of Trowbridge Taylor Sidoti LLP, whose practice focuses on Syndication of commercial and investment real estate and small business startups. Gene's office is located in Orange County, California. Gene has been in the Syndication business since 1972. He provides education, legal, and real estate consulting services to individuals and companies from seasoned CEOs to first time Crowdfunders. Gene has authored a book about real estate syndication entitled It’s a Whole New Business, which has sold over 4,000 copies. In addition, he has presented several live seminars on group ownership, 1031 exchanges and taxation that ... (view full description)

Paul Vosper

COO and Co-Head-Real Estate
Morgan Stanley Alternative Investment Partners

Paul is the chief operating officer for MSIM’s real estate fund of funds business. He joined Morgan Stanley in 2000 and has 15 years of industry experience. Prior to joining the firm Paul worked at Greenwich NatWest in London and the United States. Previously, he practiced law at Orrick Herrington & Sutcliffe in New York and Arent Fox in Washington DC focusing on real estate acquisitions, private equity and structured finance. Paul has a B.S. from Georgetown University’s School of Foreign Service and a JD and a Masters in International Law from Duke University School of Law.

Mark Wayne

Cypress Office Properties, LLC

Mark Wayne is a co-founder of Cypress Office Properties, LLC, a San Diego-based real estate investment and operating company that specializes in acquisitions of value-add, redevelopment and core plus office properties in Southern California and Phoenix. Founded in 2009, Cypress focuses on enhancing performance and value through proven management, leasing and capital improvement strategies. As a local sponsor/operating partner, Cypress seeks joint venture investments with institutional real estate funds. Prior to co-founding Cypress, Mark spent 20 years with San Diego's Burnham Real Estate advising, marketing, leasing, selling and repositioning over 6 million square feet of office properties ... (view full description)

Gabe Weinert

Managing Principal
Alter Mile Group

Mr. Weinert has transacted and managed over 150 highly structured commercial real estate transactions and development projects requiring joint venture equity, mezzanine debt, senior secured construction debt, bridge loans, and permanent financing representing over $2.5B of terminal value.  Prior to forming Alter Mile Group in 2018, an investment manager focused on opportunistic real estate developments, Mr. Weinert established and led the west coast Structured Finance and SFR Division at Walker & Dunlop following the firm's acquisition of Johnson Capital in 2014, where Mr. Weinert was a Managing Director/SVP. Prior to this role, Mr. Weinert was an Investment Officer managing ... (view full description)

Kenneth Weissenberg


Kenneth Weissenberg is a Tax Partner and Co-Leader of Eisner Advisory Group's Real Estate Services Group. His extensive experience encompasses all aspects of the real estate industry, ranging from developing tax saving strategies for owning and operating property to structuring and negotiating complex sales, acquisitions, and financing transactions.  Providing expert insight from both the legal and business perspectives, Ken consults with a variety of public and private REITs on tax planning and compliance issues ,including REIT formations, property contributions, and mergers and acquisitions. He serves a diverse client base that includes privately held and publicly traded real e ... (view full description)

Sondra Wenger

Managing Director
CIM Group

Benny Westreich

Katten Muchin Rosenman LLP

Benny Westreich’s practice covers the full range of transactional real estate, representing institutional and individual clients in the United States and abroad in the acquisition, development, financing, construction, renovation, leasing, management and disposition of commercial and residential properties (including hotel, retail, office and multi-use projects). Benny focuses a lot of his practice on structuring real estate funds and joint venture (including participation structures). He counsels clients on both sides of transactions, including lenders and borrowers, landlords and tenants, developers and finance partners and buyers and sellers. Clients say that Benny "… is what I consider a ... (view full description)

Jeff Wilson

Chief Executive Officer
Pereview Software

Jeff Wilson is the CEO and founder of Pereview Software. Pereview is an operational platform for the real estate investment professional. Prior to founding Pereview, Jeff has spent over 20 years in the real estate investment management and financial services industry.  Jeff served as the Technology COO of the Archon Group, a division of Goldman Sachs.  During his tenure at Archon/Goldman, Jeff and his team developed a technology platform that allowed AUM to double with a relatively flat growth in headcount. Prior to Archon/Goldman, Jeff spent 8 years in a leadership position in the real estate group at Anderson Consulting.

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Aaron joined AmCap’s Acquisitions department in 2013 to help source, evaluate, and execute investment opportunities. He is a member of the firm’s Investment Committee. Prior to AmCap, Aaron was at JER Partners’ Fund Investment Management Group, focusing on real estate acquisitions and asset management, and C-III Capital Partners' Commercial Mortgage Special Servicing Group. He also worked on merger, acquisition, and financing transactions at J.P. Morgan’s Investment Banking Division, Morgan Stanley’s Fixed Income Division, and Compass Advisers. Aaron holds a Master of Business Administration from University of Chicago, a Bachelor of Science from Georgetown University, and a Graduate Certific ... (view full description)

Andrew Yoon

Managing Partner & COO

Andrew Yoon is a Managing Partner and Chief Operating Officer at BentallGreenOak. Andrew is responsible for day-to-day operations of the global business and sits on the Management Committee.   Andrew was a Partner and served as Chief Operating Officer at GreenOak Real Estate, a predecessor firm to BentallGreenOak, since its inception in 2010. GreenOak merged with Bentall Kennedy to become BentallGreenOak in 2019, and Andrew continues to serve on the investment committees of all legacy GreenOak funds. Prior to joining GreenOak, he was a Managing Director, Chief Operating Officer, and Chief Financial Officer for Morgan Stanley Real Estate Investing in Asia. Andrew has e ... (view full description)

Irina Zavina

SVP, Global Development & Strategy
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Irina Zavina, Senior Vice President of Global Development and Strategy, Gansevoort Hotel GroupAs the Senior Vice President of Global Development and Strategy at the Gansevoort Hotel Group, Ms. Zavina is responsible for driving worldwide hotel expansion under Gansevoort flag that is known for full-service urban and lifestyle resorts that redefine the contemporary hotel experience.Prior to GHG, Ms. Zavina has held various finance, marketing and business development roles across industries. As a Vice President with Credit Suisse Asset Management division, Ms. Zavina managed all aspects of investor relations and marketing programs for private equity fund-of-funds and co-i ... (view full description)

Kevork Zoryan

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Kev Zoryan is a Managing Director of Morgan Stanley. He is Co-Head of U.S. Acquisitions and Head of Western U.S. Investing for Morgan Stanley Real Estates various private equity real estate funds. He is responsible for the sourcing, execution and asset management of real estate investments. Kev joined Morgan Stanley in 1997, starting in the Los Angeles office in the private equity investing area of the Firms real estate businesses. He has been involved in many of the Morgan Stanley Real Estate investments on the west coast and in Mexico. After returning from business school in 2001, he rejoined the Firm in the Investment Banking Department in Los Angeles as a generalist in ... (view full description)

Joaquin de Monet

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Executive level organizational leader with both domestic and international experience building investing, operating, portfolio and asset managing businesses. An ambidextrous leader having led multi-billion dollar businesses/portfolio through both growth and crises. Career highlighted  by serving 7 years (2006 - 2013) as President and CEO of Arden Realty, a $5B fully integrated national operator (former REIT), and by 2 years as Managing Director, Global Leasing & Operations, GE Capital Real Estate, overseeing a $25B global portfolio and 6 years building a full-service $3.5B lending and investing business in Mexico. Experience combined to produce $15B in transactions, $5B ... (view full description)
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Contact Information
1120 Avenue of the Americas, 6th Floor
New York, NY 10036 USA

Phone: +1 (212) 901-0506
(8:30 AM - 5:30 PM Eastern Time / Monday-Friday)


Event Contacts for 12th Annual Winter Forum On Real Estate Opportunity & Private Fund Investing


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Information Management Network - Privacy Notice

Introduction - Who we are

Euromoney Institutional Investor PLC (“Euromoney”, “we”, “us” or “our”) is an international business-information group covering asset management, price discovery, data and market intelligence, and banking and finance. The group also runs an extensive portfolio of events for the telecoms, financial and commodities markets.

For a full list of our brands and group companies, please click on this link. Euromoney and its group companies are committed to respecting the privacy of every person who visits, registers with or subscribes to our websites, publications, events and other products or services.

Euromoney is the primary data controller of personal data collected through this website or that we may collect in different ways as described in this Privacy Notice. If you are contacted by our other group companies, they will also be controllers of your personal data. This means that they are responsible for how your personal data is used, just as we are. You may contact any of these companies directly, or you can contact Euromoney by emailing or writing to the Data Protection Officer at Euromoney Institutional Investor PLC, 8 Bouverie Street, London EC4Y 8AX, United Kingdom.

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

This Privacy Notice outlines the information we may collect about you in relation to your use of our products and services (“personal data”). It also explains the legal rights that you have in relation to your data and how you may exercise these rights.

Some of our group companies may collect and use personal data for different purposes; those companies have their own websites and privacy notices.

We will process your data for the following lawful purposes: with your consent; to fulfil our obligations to you; and where there is a legitimate interest to do so.

When possible, we rely on your consent to use your data for the purposes described in this Privacy Notice. We also process personal data to fulfil our contractual obligations to you, for example, when you register for any of our services, subscribe to a publication, sign-up for an event or purchase a product from us, we will need to process some of your personal data. This will also include details of the person/people responsible for payment (if different).

We may determine that processing your personal data serves both of our legitimate interests. This is the case in relation to many of our research, customer survey, sales, marketing and advertising activities described in this Privacy Notice. These activities allow us to better understand your requirements, which in turn enables us to provide you with a better service. We review the bases for our processing decisions carefully and you can object to these activities at any time (see the “Your Rights” section of this Privacy Notice).

What Personal Data We Collect & Why

Our primary goal in collecting personal data from you is to give you a relevant customised experience of our products and services.

  • Registration, Free Trials & Subscriptions

    When you register with our website and/or sign up for a free trial of our products or services, we may ask you to provide your name, address, email address and telephone number, and details relevant to your occupation or employer.

    If you subscribe to one of our products or services, we will also ask for payment details. Credit/debit card payments are processed using a third party supplier and we do not retain the credit card data (see the Third Party Sites of this Privacy Notice). Address details may be shared with third party service providers engaged by us for order fulfilment, delivery and payment collection. This personal data is used by us to complete subscription requests.

  • Events & Conferences

    If you have registered for an event through a group website we may collect personal data including: name, job title, company, address, telephone number and email.

    This information is necessary so that we can complete your registration for the event and provide you with relevant event materials.

    We may also provide delegate details (e.g. name, email) to event sponsors who, subject to your consent, may contact you for their own advertising and marketing purposes.

  • Advertising & Marketing

    We use the personal data you provide us and which we collect from you to inform you about similar products and services which we provide. We may send you marketing communications that are sponsored by our partners and which are targeted to your interests based on information you have provided us such as job title, employer and/or industry. If you have consented to receive information from other Euromoney group companies, we may share your personal data with these companies so that they can fulfil your request to receive marketing materials in accordance with your preferences. We will not share your personal data with any third parties for their own marketing purposes unless you have provided your consent.

    Each of the Euromoney group companies that may contact you is a data controller in relation to the personal data that you have agreed to share with them. If you have any questions or concerns, you may contact the individual company, or us – using the contact details set out in the “Who We Are” section.

    You can opt out from receiving such materials at any time.

    The personal data we may use for advertising and marketing purposes includes your name, email address, job title, phone number, company name/employer, geo location, postal address and data collected using cookies and other similar technology (Please read our separate Cookies Policy to find out more about which cookies we use, how they work and how you can control your cookie options).

    Marketing materials are sent electronically, by post and we may occasionally call you.

  • Online Targeted Advertising

    We use targeted advertising on our websites to display advertisements that are relevant to what we believe are your interests. In order to deliver relevant advertisements, we use third parties to deliver cookies that collect information about your IP address and how you interact with our sites (e.g. browsing information, which articles you have read etc.). This data is used by the third parties to determine which advertisements may be of interest to you.

    We may also share your personal data with third parties to deliver targeted advertising to you on other websites (e.g. Twitter Tailored Audiences or Facebook Custom Audiences). This could include your email address, cookie data, and information obtained from third parties. Third party cookies may also be used to enable us to target advertisements to you on other websites that you visit.

  • Lead Generation and Scoring

    We occasionally use the services of trusted third parties in order to ensure that the personal data we use for advertising and marketing purposes is accurate and up-to-date. To do this, we transfer personal data of individual leads (such as name, email, job title, location and phone number) to these third parties who conduct research to verify the data – primarily against public information.

    We also use algorithmic software technology to help us improve the quality and relevance of marketing activities. The personal data analysed by the software includes email address, phone number, job title, address, purchase history and account information. This allows us to provide meaningful offers that are relevant to your specific profile.

  • Surveys, Market Research & Customer Feedback

    We want to understand the needs of our readers and customers. We may therefore use the information you provide us – including your name and contact details – to contact you to request your feedback, or to participate in our customer and market research.

  • Public forums, message boards and blogs

    Some of the pages on our group websites may include message boards, blogs or other facilities for generating content from users. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to post any personal data. User generated content is also subject to our site Terms & Conditions.

  • Business or Asset Sale

    If we sell a business or assets we may need to disclose your personal data to the prospective buyer of such business or assets.

    If Euromoney, or any of our group companies is sold or sells our assets or is acquired by a third party, then personal data about our customers will be acquired by that third party. A transfer of your personal data in these circumstances would be necessary so that the services you have contracted for can still be delivered, or so that you can continue to enjoy the benefits of our free products and services. You will receive notice if a new controller assumes responsibility for your personal data.

  • Additional Third Party Disclosures

    We may disclose your personal data to other third parties in the following situations:

    • To third party partners who help us by providing services such as technology, marketing, advisory or other services. These third parties only receive encrypted data and may only process personal data to provide those services to us.
    • Where we are required by law or regulation to do so. In each case we will seek, where practicable, to minimise the amount of data that is disclosed.
    • If required to protect the rights and interests of other users and/or Euromoney and its affiliates (including our employees, agents and contractors), or as otherwise set out in our Terms & Conditions. This may include exchanging information with other companies and organisations for the purposes of fraud protection.
  • Email Tracking

    We may include small pixel tags (small image files) within the emails we send you in order to determine whether our emails are opened and/or whether the hyperlinks inside our emails are clicked through. We may also collect browser, location and the device used to engage with our email communications. This information allows us to better understand whether we are meeting our users’ needs and how we can improve our communications. No other information is collected. You can opt out of receiving our direct marketing emails either by following the instructions in each email, or by contacting us (see the “Who We Are” section of this Privacy Notice).

International Transfers

Some of the Euromoney group companies are based outside the European Economic Area (EEA). If you have consented to being contacted by our group companies, then the transfer of your personal data will be made according to the terms of an international data sharing agreement that contains obligations approved by European data protection regulators. Any of our group companies that receive your personal data will be co-controllers of that data, which means they may determine how they process your personal data – although they may only use it for the purposes for which it was shared, unless you are informed of new or additional processing activities.

We may also transfer personal data to third party service providers as described in this Privacy Notice which are located outside the EEA. Where we conduct these transfers, we take all steps necessary to ensure that your data is treated securely and in accordance with applicable privacy legislation, either by only sending your personal data to jurisdictions that provide an adequate degree of legal protection for your data or by imposing approved contractual terms on these third parties.

Retention Periods

We have a data retention policy that ensures we don’t use or store your personal data for longer than necessary. We consider the following issues to determine retention periods:

  • Guidance from the UK Information Commissioner or other regulatory agency, or industry best practice recommendations;
  • The business rationale for collection and expiry of the purpose for which personal data was collected;
  • Our ongoing ability to ensure the accuracy of the data; and
  • Legal and regulatory requirements.

We may occasionally need to keep personal data for either shorter or longer periods than specified in our retention policy. In such circumstances, application of the retention period to the data will be temporarily suspended. The suspension of an applicable retention period will be carried out in a manner that respects the rights and interests of all persons concerned.

How You Can Set Your Data & Privacy Preferences

You can use our Preference Centre to select the topics that are of interest to you so that we can send you publications and information about our products and services that are especially relevant to you. You can also choose the channels we use to contact you (email, phone, post, etc.) and can also opt-out of receiving marketing communications.

Your Rights

You have certain rights in relation to your personal data which include the following:

  • Access & Portability

    You may request access to any personal data of yours for which Euromoney is responsible as controller. Unless there are legal or regulatory reasons for not doing so, we will confirm whether we process any of your personal data and if we do, we will provide you with the following information: the purposes of the processing, the categories of personal data, any recipients of your personal data, the applicable retention period and the data source. Copies of your personal data will be made available to you in a structured, machine-readable format.

    You may also request that we transfer the personal data that you have submitted to us, to another controller, where it is technically feasible for us to do so.

    If you have consented to our processing of your personal data, or if we are processing your personal data in order to fulfil our contractual obligations to you, then you can submit a request that we transfer your personal data to another data controller.

  • Rectification, Restriction, Objection

    You have the right to request that Euromoney rectify any errors in the personal data that we process. In some circumstances, you may also be able to ask for the erasure of personal data, and/or request that the processing of your personal data be restricted. You may also object to the processing of your personal data for sales or marketing purposes.

  • How to Exercise Your Rights

    To exercise any of these rights, please contact us by post or email at the following addresses:

    Euromoney Institutional Investor PLC
    8 Bouverie Street
    London, EC4Y 8AX
    United Kingdom


    Web form: Complete Subject Data Request Form

    We may need to check your identity prior to processing a request.

    Euromoney will do our best to respond to any questions and address any of your concerns. You are also able to register any complaints regarding the processing of your personal data directly with the UK Information Commissioner.

Protecting Your Data

Euromoney is committed to keeping your personal data secure and we will take appropriate technical and organisational measures to protect your personal data from loss, unauthorised use, disclosure or destruction. Although we do our best to protect your personal data, we cannot guarantee that any transmission of data is without risk. We have therefore implemented information security policies and rules, staff training on information security, and technical measures to ensure the integrity of data that we have under our control.

All our employees, contractors and data processors (i.e. those third parties that process personal data on our behalf) are required to keep such data confidential and not to use it for any purpose other than the performance of services we have requested.

Third Party Sites

Our site may contain links to other websites – including, for example, providers of payment processing services. Euromoney is not responsible for the privacy and data collection practices of third party sites and we therefore recommend that you review the privacy policies and terms of service of each site you visit.

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